Difference between revisions of "Users"

From Hornbill
Jump to navigation Jump to search
Line 58: Line 58:
 
:# Click on the ''Select CSV File to Upload'' button  
 
:# Click on the ''Select CSV File to Upload'' button  
 
:# View and check upload results
 
:# View and check upload results
 +
 +
 +
The available fields in the User CSV template include
 +
:* UserID
 +
:* Name
 +
:* Password
 +
:* Firstname
 +
:* Lastname
 +
:* Jobtitle
 +
:* Phone
 +
:* Email
 +
:* Mobile
 +
:* Role
  
 
===Auto Provisioning via SSO===
 
===Auto Provisioning via SSO===

Revision as of 15:20, 11 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 Settings

  • 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 Create New User
  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 CSV 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


The available fields in the User CSV template include

  • UserID
  • Name
  • Password
  • Firstname
  • Lastname
  • Jobtitle
  • Phone
  • Email
  • Mobile
  • Role

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