Difference between revisions of "Users"

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===Uploading a User List===
 
===Uploading a User List===
When a large number of user need to be created, a CSV file can be used to bulk load the users.  A CSV template is provided which includes some of the standard fields that are required to be populated on upload.
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When a large number of user accounts need to be created, a CSV file can be a quick and simple way to achieve this.  A CSV template is provided which includes some of the standard fields that are required to create a new user account.
 
:# From the User list menu, select ''Upload Users''
 
:# From the User list menu, select ''Upload Users''
 
:# Click on the ''Download Template File'' button
 
:# Click on the ''Download Template File'' button

Revision as of 18:10, 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

When a large number of user accounts need to be created, a CSV file can be a quick and simple way to achieve this. A CSV template is provided which includes some of the standard fields that are required to create a new user account.

  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 button
  5. View and check upload results

Auto Provisioning via SSO

The creation of user accounts can be automated as part of the Single Sign-on (SSO) configuration.

  1. Create User Template
  2. Configure Single Sign-on
  3. Define Auto Provisioning settings