How To: Create an Individual User Account

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Revision as of 23:18, 18 April 2019 by Jamesa (talk | contribs) (→‎Rights)
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Index

Introduction

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

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Quick Check

Before starting, make sure...

Checkbox.png You have the Roles needed to create users
Checkbox.png You know the User ID format to be used
Checkbox.png You know if you are creating a Basic or Application User
Checkbox.png You know the Applications and Roles for this User
Checkbox.png You know the Password Policies and Setup


Quick Steps

  1. Open Administration and navigate to System->Organisational Data->Users
  2. On the Tool Bar click on the Create New User button
  3. As a minimum, complete the mandatory fields
  4. As a minimum, for Application Users add the Collaboration role under the Security Section
  5. 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 other than the Admin 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. The following rights will need to be added to the custom role.

System Rights

  • Manage Users
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.
  • Create Users
This right provides the ability to create the users
  • Update Users
This right provides the ability to update an existing user

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
  • h_sys_account_groups
Users can be added to Groups which are the different parts of an organisation structure. Full rights are needed to this table
  • h_msg_pmbx_rights
This table is required to look up the rights that each user has to a personal mailbox. Full rights are needed to this table
  • h_sys_roles_dbrights
This table is required to add view and manage the database rights associated to the roles that are assigned to each user
  • h_sys_roles_mbxrights
This table is required to access the rights on shared mailboxes
  • h_sys_app_users