Difference between revisions of "Users"

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:* Confirm Password
 
:* Confirm Password
 
:* Force Password Reset
 
:* Force Password Reset
== Setting up Users ==
+
== Creating 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===
+
===Creating a Single User===
  
:# Click on the '+ Create New User' button
+
:# From the User list menu, click on the '+ Create New User' button
 
:# Supply the mandatory information in ''Basic Information''
 
:# Supply the mandatory information in ''Basic Information''
 
:# Change any regional settings as required
 
:# Change any regional settings as required
 
:# Under ''Security settings'' select the appropriate roles for that user
 
:# Under ''Security settings'' select the appropriate roles for that user
 
:# Click on 'Create User''
 
:# Click on 'Create User''
 +
 +
===Uploading a User List===
 +
:# From the User list menu, select ''Upload Users''
 +
:# Click on the ''Download Template File'' button
 +
:# Populate the Template File with the users that you wish to upload
 +
:# Click on the ''Select CSV File to Upload''
 +
:# View and check upload results
 +
 +
===Auto Provisioning through SSO===
  
 
[[Category:Administration]]
 
[[Category:Administration]]

Revision as of 17:08, 3 February 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.

User Profile

Basic Information

  • User ID
  • First Name
  • Last Name
  • Handle
  • E-Mail
  • Mobile
  • Status

Regional Setting

  • Language
  • Time Zone
  • Date/Time Format
  • Date Format
  • Time Format
  • Currency Symbol

Security Settings

  • Roles

Change Password

  • Password
  • Confirm Password
  • Force Password Reset

Creating Users

Creating a Single User

  1. From the User list menu, click on the '+ Create New User' button
  2. Supply the mandatory information in Basic Information
  3. Change any regional settings as required
  4. Under Security settings select the appropriate roles for that user
  5. Click on 'Create User

Uploading a User List

  1. From the User list menu, select Upload Users
  2. Click on the Download Template File button
  3. Populate the Template File with the users that you wish to upload
  4. Click on the Select CSV File to Upload
  5. View and check upload results

Auto Provisioning through SSO