Difference between revisions of "Users"

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== Setting up Users ==
 
== Setting up Users ==
There are a number of ways that users can be added to Hornbill
+
There are a number of ways that users can be created
* Manually adding an individual account
+
* Manually creating an individual account
 
* Manually uploading a CSV file containing users
 
* Manually uploading a CSV file containing users
 
* Auto-provision using SAML
 
* Auto-provision using SAML
  
===Adding an individual User===
+
===Creating an individual User===
  
 
:# Open [[Administration | Hornbill Administration]]
 
:# Open [[Administration | Hornbill Administration]]

Revision as of 16:43, 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 created

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

Creating an individual User

  1. Open Hornbill Administration
  2. Select 'Instance Configuration'
  3. Select the 'Users, Roles & Groups' menu item
  4. Select Users
  5. Click on the '+ Create New User' button
  6. Supply the mandatory information in Basic Information
  7. Change any regional settings as required
  8. Under Security settings select the appropriate roles for that user
  9. Click on 'Create User