Difference between revisions of "Users"

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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: -  
  
 +
:# [[How_do_I_launch_the_Hornbill_Admin_tool? | Launch the Hornbill Admin tool]]
 +
:# Go to 'Users and 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 SysAdminRole. Please do not set up any personal mailboxes.
 +
:# Then select 'Create User'
 +
:# Return to the list of users and repeat for any deputies you need
 +
:# You will need to send an email invitation with instructions of where to go to any deputies you setup.  It should contain instructions of how to access your Hornbill instance.
 
:# If you have a large number of accounts then please contact your Hornbill Product Specialist (HPS) at collaboration@hornbill.com who will assist you to complete this.  
 
:# If you have a large number of accounts then please contact your Hornbill Product Specialist (HPS) at collaboration@hornbill.com who will assist you to complete this.  
  
 
(Related topic: [[Should I create Co-workers or Contacts?]])
 
(Related topic: [[Should I create Co-workers or Contacts?]])

Revision as of 15:00, 23 April 2014

There is a simple process for you to get others to join you onHornbill:-

  • You should prepare a list of co-workers to collaborate with (first name, last name) and their email addresses and what roles you want them to have

Depending on the number of new accounts you need you can either set these up manually by: -

  1. Launch the Hornbill Admin tool
  2. Go to 'Users and Groups' on the left hand menu bar and then select users
  3. Select '+ Create New User' and supply the mandatory information in basic information
  4. Change any regional settings required
  5. Under Security settings add the SysAdminRole. Please do not set up any personal mailboxes.
  6. Then select 'Create User'
  7. Return to the list of users and repeat for any deputies you need
  8. You will need to send an email invitation with instructions of where to go to any deputies you setup. It should contain instructions of how to access your Hornbill instance.
  9. If you have a large number of accounts then please contact your Hornbill Product Specialist (HPS) at collaboration@hornbill.com who will assist you to complete this.

(Related topic: Should I create Co-workers or Contacts?)