Adding Users using Docsvault  Authentication
 
User accounts are created by the admin or the members of the administrators group. Your user account is what identifies you both to the system and to other users. It allows you to perform tasks such as creating folders, scanning, checking out documents for edits, creating new versions, etc.

 

Adding a new User
 

•Select User/Group > User node in Docsvault Server Manager

•Click the New button on the User option. The New User  window will appear.

•Authentication: Select Docsvault if the user is added using Docsvault Authentication and Active Directory if the users is added using Active Directory Authentication. Under this topic we will choose Docsvault authentication. For information on Active Directory authentication, see Adding Users using Active Directory Authentication

•Fill up the personal and login information of the user.

•From the Group list, select the Group(s) you wish to assign to  the user.

•Assign the 'System Rights'  if any system rights are to be assigned to the user

•Ownership Override Setting:  By default, any user that imports or creates a file or folder in Docsvault becomes the owner of that document. However in many cases it may be desired that the ownership of such documents  stay with a higher level user like a manager of an administrator. Using this ownership override feature you can specify a user who will own all documents created by this user. For instance: In the screenshot below, the ownership of file/folder imported by the user 'Jacob' will be owned by the Overriding user 'Jennifer'.

•Click on Save button to save this user

 

 

 
Editing a User

•Select User/Group > User node in Docsvault Server Manager

•Select the User whose profile settings you want to change

•Click on Edit button.

•The Edit User pop-up window will be displayed

•You can change the status of the user by selecting the checkbox next to Active. Only users with Active status will be able to login into Docsvault Client.

•If needed click on the Change Password button to change the user password. A Reset Password window will be displayed.

•Enter the New password, and then enter the new password again in the Confirm Password filed. You can send an email alert to the user at their registered email address by checking the checkbox next to 'Email this password ....'.

•Click on OK to change the password.

•Click on the Save button to update the changes.

 

 

Delete a User

 

•Select User/Group > User node in Docsvault Server Manager

•Click on the User option. This will display a list of existing users

•Select the User to delete

•Click on the Delete button

•After confirmation click on Yes button

 

 

 

 

 

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