Difference between revisions of "Create an Individual User Account"

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This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/organizational-data/user-accounts/users Hornbill Document Library].
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[[file:hornbill-document-library.png|Manually Create a User Account|link=https://docs.hornbill.com/esp-config/organizational-data/user-accounts/users]]
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<!--
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{{DISPLAYTITLE:'''''How To''''': Create an Individual User Account}}
 
{{DISPLAYTITLE:'''''How To''''': Create an Individual User Account}}
 
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
 
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
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:* [[Users|Users (Administration)]]
 
:* [[Users|Users (Administration)]]
 
:* [[Co-Workers]]
 
:* [[Co-Workers]]
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:* [[Roles]]
 
|}
 
|}
  
 
== Quick Check ==
 
== Quick Check ==
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Before starting, make sure...
 
:[[File:checkbox.png|8px|baseline|link=]] You have the Roles needed to create users
 
:[[File:checkbox.png|8px|baseline|link=]] You have the Roles needed to create users
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:[[File:checkbox.png|8px|baseline|link=]] Know the User ID format to be used
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:[[File:checkbox.png|8px|baseline|link=]] You know the User ID format to be used
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:[[File:checkbox.png|8px|baseline|link=]] Are you creating a {{H:title|Non Application User|Basic}} or Application User
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:[[File:checkbox.png|8px|baseline|link=]] You know if you are creating a Basic or Application User
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:[[File:checkbox.png|8px|baseline|link=]] Know the Roles for this User
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:[[File:checkbox.png|8px|baseline|link=]] You know the Applications and Roles for this User
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:[[File:checkbox.png|8px|baseline|link=]] Know the information needed for the mandatory fields
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:[[File:checkbox.png|8px|baseline|link=]] You know the Password Policies and Setup
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:[[File:checkbox.png|8px|baseline|link=]] Password Setup
 
 
<br>
 
<br>
  
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# On the Tool Bar click on the ''Create New User'' button
 
# On the Tool Bar click on the ''Create New User'' button
 
# As a minimum, complete the mandatory fields
 
# As a minimum, complete the mandatory fields
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# As a minimum, for ''Application Users'' add the ''Collaboration'' role under the Security Section
 
# Click on the ''Create New User'' button
 
# Click on the ''Create New User'' button
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<br>
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== Administration Access ==
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Before adding a user you will need to make sure that you have the rights and roles needed to do this.  If you are logged in as the Admin user you will already have the necessary rights.
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=== Roles ===
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:* '''Superuser '''
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:: This is the role that is allocated to the Admin user that provides full access and allows for the creation of Users.  It is not recommended to allocate this role to any other account other than the Admin account.
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=== Rights ===
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A custom Role can be created in order to provide the ability for another user to create new users without giving them full admin access.  The following rights will need to be added to the custom role.
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'''''System Rights'''''
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:* '''Manage Users'''
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:: This right will give the user visibility and access to the area within Administration where users are managed.  The ''Administration'' tile will also be displayed within the main client for quick access to administration.
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:* '''Create Users
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:: This right provides the ability to create the users
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:* '''Update Users
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:: This right provides the ability to update an existing user
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'''''Database Rights'''''
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:* '''h_msg_mailboxes'''
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:: When a new user is created, a personal mailbox is also created for this user.  Full rights are needed to this table
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:* '''h_sys_accounts_roles
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:: In order to view and assign roles to a new or exiting user, full rights are needed to this table
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:* '''h_sys_account_groups
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:: Users can be added to Groups which are the different parts of an organisation structure.  Full rights are needed to this table
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:* '''h_msg_pmbx_rights'''
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:: This table is required to look up the rights that each user has to a personal mailbox. Full rights are needed to this table
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:*  '''h_sys_roles_dbrights'''
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:: This table is required to add view and manage the database rights associated to the roles that are assigned to each user
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:* '''h_sys_roles_mbxrights'''
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:: This table is required to access the rights on shared mailboxes
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:* '''h_sys_app_users'''
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::
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-->
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[[Category:HDOC]]

Latest revision as of 21:30, 11 April 2024

This document can now be found at its new location in the Hornbill Document Library.

Manually Create a User Account

Retrieved from "https://wiki.hornbill.com/index.php?title=Create_an_Individual_User_Account&oldid=32346"