Difference between revisions of "Users"

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m (Jamesa moved page Creating Co-workers to Users without leaving a redirect)
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There is a simple process for you to get others to join you on Hornbill
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__NOTOC__[[Main Page|Home]] > [[Administration]] > [[Users, Roles, & Groups]] > Users
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==Introduction==
  
:* You should prepare a list of [[What_are_Co-Workers? | co-workers]] to collaborate with (first name, last name) and their email addresses and what roles you want them to have
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:* You should prepare a list of Users to collaborate with (first name, last name) and their email addresses and what roles you want them to have
  
 
Depending on the number of new accounts you need you can either set these up manually by: -  
 
Depending on the number of new accounts you need you can either set these up manually by: -  
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:# Return to the list of users and repeat as needed
 
:# Return to the list of users and repeat as needed
 
:# You will need to send an email invitation with instructions of where to go for any new Co-workers you have set up.  It should contain instructions of how to access your Hornbill instance.
 
:# You will need to send an email invitation with instructions of where to go for any new Co-workers you have set up.  It should contain instructions of how to access your Hornbill instance.
 
If you have a large number of accounts then please contact your Hornbill Product Specialist (HPS) at collaboration@hornbill.com who will assist you to complete this.
 

Revision as of 14:50, 29 January 2015

Home > Administration > Users, Roles, & Groups > Users

Introduction

  • You should prepare a list of Users to collaborate with (first name, last name) and their email addresses and what roles you want them to have

Depending on the number of new accounts you need you can either set these up manually by: -

  1. Launch Hornbill Administration
  2. Make sure that the selection box (top left) is set to 'Instance Configuration'
  3. Go to 'Users, Roles & Groups' on the left hand menu bar and then select users
  4. Select '+ Create New User' and supply the mandatory information in basic information
  5. Change any regional settings required
  6. Under Security settings add the UserRole and any other roles required. Please do not set up any personal mailboxes.
  7. Then select 'Create User'
  8. Return to the list of users and repeat as needed
  9. You will need to send an email invitation with instructions of where to go for any new Co-workers you have set up. It should contain instructions of how to access your Hornbill instance.