Difference between revisions of "Users"
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There are a number of ways that users can be added to Hornbill | There are a number of ways that users can be added to Hornbill | ||
* Manually adding an individual account | * Manually adding an individual account | ||
− | * Manually uploading CSV file containing users | + | * Manually uploading a CSV file containing users |
− | * Auto-provision using SAML | + | * Auto-provision users using SAML |
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: - |
Revision as of 15:01, 29 January 2015
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 a CSV file containing users
- Auto-provision users using SAML
Depending on the number of new accounts you need you can either set these up manually by: -
- Launch Hornbill Administration
- Make sure that the selection box (top left) is set to 'Instance Configuration'
- Go to 'Users, Roles & Groups' on the left hand menu bar and then select users
- Select '+ Create New User' and supply the mandatory information in basic information
- Change any regional settings required
- Under Security settings add the UserRole and any other roles required. Please do not set up any personal mailboxes.
- Then select 'Create User'
- 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.