Users

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

Introduction

User accounts in Hornbill consist of all the users that have access to the Hornbill User App.

Setting up Users

There are a number of ways that users can be added to Hornbill

• Manually adding an individual account
• Manually uploading CSV file containing users
• Auto-provision using SAML

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.