Creating and Deleting Users

This section describes the process of managing users who are assigned administrative roles either in the administrative client or in the web client. User management includes the following:

• Listing users

• Creating or modifying users

• Deleting users

Listing Users

The Users section in the File Access Manager Administrator Guide is under the Applications > Configuration menu.

1. In the Administrative Client, go to Applications > Configuration > Manage File Access Manager Permissions > Users.
2. Double click on a user or select Edit to view their details.

3. A window with the user’s details displays with the following data fields:

   • Username - A unique user ID. For users who must authenticate to AD, this must be identical to the AD user name in the authentication store.

   • Full Name - The user's full name

   • Description - The user's description

   • Log in Timeout - Inactivity logoff timeout

   • Suspended - A flag to internally suspend the user

   • Password - This is required to identify internal users

   • Is AD User? - Checking this checkbox grays out the password fields and marks the user for AD authentication

   • Connected AD User - Internal users must be associated with an AD account to be able to generate reports and access the business user portal. When the account name is set here, the internal user is associated with the AD account permissions and email address.

   Notes

   In addition to these fields, roles, or functions, can be associated with users and data roles so those users can view information on applications.

   By default, users are associated with the All data role, which grants access to all applications

4. Enter any needed changes in the relevant fields.

5. Select Save to save the changes or Cancel to return the user’s details to their prior state.
6. The Users window displays.

Creating Users

To create users in File Access Manager, perform the following steps:

1. In the Administrative Client, go to Applications > Configuration > Manage File Access Manager Permissions > Users.

2. Select New to add a new user. An empty user details window displays.

3. Enter the information for each field listed in the List Users section.

4. Select Save to save the information and return to the Users window or Cancel to return to the previous window.

Deleting Users

To delete users from File Access Manager, perform the following steps:

1. In the Administrative Client, go to Applications > Configuration > Manage File Access Manager Permissions > Users to open the Users window.

2. Select a user to delete.

3. Select Delete.

4. Select Yes to delete or No to cancel the deletion.

Warning

Deleting users is irreversible.