Difference between revisions of "Users"
Jump to navigation
Jump to search
| (7 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| + | This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/organizational-data/user-accounts/about-user-accounts/ Hornbill Document Library]. | ||
| + | |||
| + | [[file:hornbill-document-library.png|Hornbill Cloud|link=https://docs.hornbill.com/esp-config/organizational-data/user-accounts/about-user-accounts/]] | ||
| + | <!-- | ||
| + | |||
<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;"> | ||
__NOTOC__ | __NOTOC__ | ||
{| style="width:100%" | {| style="width:100%" | ||
| − | |[[Main Page|Home]] > [[ | + | |[[Main Page|Home]] > [[Configuration]] > [[Platform Configuration]] > Users |
| − | |style="text-align:right;"|[[:Category: | + | |style="text-align:right;"|[[:Category:Configuration|Index]] |
|} | |} | ||
</div> | </div> | ||
| Line 11: | Line 16: | ||
==Introduction== | ==Introduction== | ||
| − | Hornbill user accounts are | + | Hornbill user accounts are used for people that are internal to your organization who wish to interact within Hornbill, either by using one of the applications or to request service via the [[Employee Portal]] (self-service). User Management includes the creation, archiving, suspending, and deletion of user accounts. |
<br> | <br> | ||
<br> | <br> | ||
| − | User accounts are created and managed via ''' | + | User accounts are created and managed via '''Configuration > Platform Configuration''' under the section '''User & Guest Access'''. To create and manage user accounts your user must be assigned the "'''Admin Role'''" security role. |
|style="width:5%"| | |style="width:5%"| | ||
| | | | ||
| Line 28: | Line 33: | ||
== User List == | == User List == | ||
| − | + | [[File:Configurationuserlist.PNG|400px|thumb|<div align="center">The User accounts list can be found under Platform Configuration</div>]] | |
| − | + | '''Filters''' | |
<br>Several filters are available at the top left of the user list: | <br>Several filters are available at the top left of the user list: | ||
:* '''Search for User''' | :* '''Search for User''' | ||
| Line 38: | Line 43: | ||
:: Filter the list to see which accounts are Active, Suspended, or Archived. | :: Filter the list to see which accounts are Active, Suspended, or Archived. | ||
<br> | <br> | ||
| − | + | '''Action Buttons''' | |
| − | <br>These can be found at the top right of the list and are used to manage the user accounts | + | <br>These can be found at the top right of the list and are used to manage the user accounts. Where applicable, multiple user accounts can be acted upon when using the checkbox against each user account in the list. |
:* [[File:createnewuserbutton.png|150px|link=]] '''Create New Users''' | :* [[File:createnewuserbutton.png|150px|link=]] '''Create New Users''' | ||
| − | :: Manually create individual user accounts | + | :: Manually create individual user accounts. If [[User Templates]] have been created, an additional drop-down selector will be available to select a user template when creating a new user. |
| − | :* [[File:reactivateuserbutton.png| | + | :* [[File:csvuploadusersbutton.png |35px|link=]] '''Upload Users''' |
| + | :: The Upload option provides a way to create multiple accounts using a CSV file. This is useful for small, one time imports. Other import options include the Hornbill [[LDAP User Import]] and Auto-provisioning. | ||
| + | :* [[File:deleteuserbutton.png |35px|link=]] '''Delete Users''' | ||
| + | :: Deleting a user completely removes the account from Hornbill and cannot be reversed. Deleting a user should only be used when the user has not had any interaction in Hornbill. This can be used to remove accounts that have been mistakenly added or uploaded. This option is only available when the user who performs the deletion has allocated the Super User Role. | ||
| + | :* [[File:reactivateuserbutton.png|35px|link=]] '''Reactivate Users''' | ||
:: When one or more users have been suspended or archived, you can select these users from the list and reactivate them. | :: When one or more users have been suspended or archived, you can select these users from the list and reactivate them. | ||
| − | :* [[File:suspenduserbutton.png| | + | :* [[File:suspenduserbutton.png|35px|link=]] '''Suspend Users''' |
:: The suspension of a user prevents the account from logging on to Hornbill. Other Hornbill users will be able to continue to interact with a suspended account. Suspended users can be reactivated. A user can be automatically suspended by providing too many incorrect passwords at login. | :: The suspension of a user prevents the account from logging on to Hornbill. Other Hornbill users will be able to continue to interact with a suspended account. Suspended users can be reactivated. A user can be automatically suspended by providing too many incorrect passwords at login. | ||
| − | :* [[File:archiveuserbutton.png | | + | :* [[File:archiveuserbutton.png |35px|link=]] '''Archive Users''' |
:: Archiving a user prevents the account from logging on to Hornbill and will also prevent other users from interacting with this account. Historic contributions within the collaboration features will be intact and visible, but they will no long be available as a co-worker. This is the recommended option for when someone leaves. Archived users can be reactivated. | :: Archiving a user prevents the account from logging on to Hornbill and will also prevent other users from interacting with this account. Historic contributions within the collaboration features will be intact and visible, but they will no long be available as a co-worker. This is the recommended option for when someone leaves. Archived users can be reactivated. | ||
| − | |||
| − | |||
| − | |||
| − | |||
<br> | <br> | ||
== Account Types == | == Account Types == | ||
| − | Users are categorized into two account types, Full Users and Basic Users. Full User type accounts are used for full access to Hornbill Collaboration and the different available apps and require a subscription to login. Basic Users accounts are used for [[Employee Portal]] access only and are subscription free. The term "Co-Workers" is used to collectively describe Users and Basic user accounts. The term Co-Worker is | + | Users are categorized into two account types, Full Users and Basic Users. Full User type accounts are used for full access to Hornbill Collaboration and the different available apps and require a subscription to login. Basic Users accounts are used for [[Employee Portal]] access only and are subscription free. The term "[[Co-Workers]]" is used to collectively describe Users and Basic user accounts. The term Co-Worker is used outside of Hornbill Configuration. |
<br> | <br> | ||
<br> | <br> | ||
| Line 68: | Line 73: | ||
<br> | <br> | ||
| − | [[Category: | + | [[Category:Configuration]] |
| + | --> | ||
Revision as of 23:22, 20 November 2023
This document can now be found at its new location in the Hornbill Document Library.
