How To: Create an Individual User Account

Index

Introduction

This How To looks at the requirements and steps used to create an individual user account in Hornbill

Quick Check

Before starting, make sure...

You have the Roles needed to create users

You know the User ID format to be used

You know if you are creating a Basic or Application User

You know the Applications and Roles for this User

You know the Password Policies and Setup

Quick Steps

Open Administration and navigate to System->Organisational Data->Users
On the Tool Bar click on the Create New User button
As a minimum, complete the mandatory fields
As a minimum, for Application Users add the Collaboration role under the Security Section
Click on the Create New User button

Administration Access

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.

Roles

Superuser

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.

Rights

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.

System Rights

Manage Users

This Role will give the user visibility and access to the area within Administration where users are managed

Create Users

This provides the ability to create the users

Database Rights

h_msg_mailboxes
When a new user is created, a personal mailbox is also created for this user. Full rights are needed to this table
h_sys_accounts_roles
In order to view and assign roles to a new or exiting user, full rights are needed to this table