The External User Management page provides status and configuration options for all senders that are authorized to use the Drop-off Portal. On this page, you can modify, add, and delete the accounts. When you delete an account, the account is marked as deleted in the database, but is no longer visible in the account table in the interface. Audit reports can still look up and reference deleted accounts.
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In Mail Express, usernames must be unique across all user accounts. Administrators must take care when manually creating Administrator or Internal User Accounts so that the username does not conflict with an Active Directory account. If an account is manually created with the same username as an Active Directory user, then that user will be unable to connect to the server with the Outlook Add-In using Windows (Kerberos) Authentication. |
To manage drop-off user accounts
Launch the Mail Express Server administration interface. (e.g., click Start > Programs > Globalscape > Mail Express > Mail Express Admin or double-click the desktop shortcut).
Log in using the Mail Express Server administrator username and password that you specified during installation of the server.
In the navigation pane, click Users > External Users. The External User Management page appears. The account details are displayed in sortable, scrollable columns.
The columns are marked with a green check mark (enabled) or a red X. That is, if the account is locked, there is a green check mark; if the account is not locked, there will be a red X.
Do one of the following:
To search for a user, in the Search box, type the email address or display name that you want to search for, then click Search. Wildcards are supported. (? matches 1 character, * matches 0 or more characters, \ can be used to escape an actual ? or *.)
To edit an account, next to the account you want to edit, click Edit, then edit the account as necessary. When you edit an existing account, the check box to enable Allow user to send files is available. (This check box is not available when you create a new external user account and that permission is on by default.)
To delete an account, next to the account that you want to delete, click Delete. When an account is deleted, it is marked deleted in the database and is no longer visible in the user management page; however, audit reports can look for and reference deleted accounts.
Click Add User. The External User Details page appears.
In the Email box, provide the email address associated with the account. This will be the username that the external user will use to log in.
(Optional) In the Display name box, provide the name for the account user. The Display name appears in the From box with the sender's email address, for example:
In the Password and Confirm Password boxes, provide a password for the account. The password must be between 6 and 256 characters and adhere to at least 3 of the following requirements: contain at least 1 number, 1 upper case, 1 lower case, and 1 non-alphanumeric character.
In the Language preference box, specify the language preferred by the user.
Under Account Options, the Enabled check box is selected by default. (To disable the account, clear the check box.)
If you want to this account to expire, select the Expirable check box. When this check box is selected, the account will expire based on the Allow accounts to expire setting on the General User Settings page.
If you want the user to change the account password upon signing in, select the Force password change check box (selected by default). Because the password is sent in clear text, it is a good idea to force the user to change their password when they log in for the first time.
If you want to send an email inviting the new user to use the Drop-Off page, select the Email account information to user check box. If the check box is selected, an invitation email is sent to the user after you click Save. The invitation email includes both the username and the password for signing in to the Drop-Off page and, if configured, an email verification link.
Click Save to create the account or click Cancel if you do not want to create the account. Click Restore to restore the settings in the boxes to their last saved state.
After you click Save, the user account appears on the External User Management page and an email invitation is sent to the new user. For details of customizing the email invitation, refer to Customizing Mail Express Pages and Notifications.
After the account is created, you can edit the user to clear the Allow user to send files check box to disable the user permission to send files using Mail Express. It is on by default when you create the account.
