Creating a User Account

This topic shows you how to create a user account. Each user needs a user account to log in to Webdocs. Later, you can choose how users in groups can work with documents.

To create a user account:

  1. On the side menu of the Settings tab, click Users .

  2. Press the New User button.

    The New User page displays.

  3. Login Name - A log-in name for the user.

    Email Address - The user's email address.

    Authentication Server - The authentication server to use for authenticating this user.

    Password - A password for the user. The password is case-sensitive.

    First Name - The user's first name.

    Last Name - The user's last name.

    Expiration Date - When the user's account will expire:

    1. Click the field to display the calendar.

    2. Scroll to the month and year.

    3. Click the day that you want this user account to expire.

      NOTE:

      An expired user account still exists in Webdocs, but the user cannot log in until an administrator refreshes the expired account.

    Copy User Group Memberships - If you want to copy another user's group memberships, click the box and choose the user to copy.

    NOTE:

    Giving this user the same group memberships as another user is a quick way to assign permissions.

    Assign User Group Rights - If you have already set up groups, choose one or more groups to add the user to.

    NOTE:

    All new users are automatically added to the Default Group.

    Phone Number,Title,Company, and Description - (Optional) Additional information that can be helpful if you need to contact the user.

    Default Document TypeandDefault Folder - (Optional) The default Document Type and folder, if this user will usually only check in documents to one Document Type or one folder.

    NOTE:

    This default will be available from any check-in interface: Webdocs, RJS Imaging Scan Workstation, Webdocs Tray Capture, and so on.

    Enterprise Workflow Login Information and WebForms Login Information - The log-in information for Enterprise Workflow and WebForms, if you are integrating with either of those applications. For more information, see Configuring the Integration Settings.

  4. At the bottom of the page, click Save User .

    A message displays, telling you the user account is created.