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Adding Users

Create user accounts in infoRouter to give people access to the document management system.


Who Can Create Users?

Role Can Create User Type
System Administrator Yes Global and Local
Administrators group Yes Global and Local
User Managers Yes Global and Local
Library Managers Yes Local only

How to Add a User

Step 1: Access User Management

  1. Click the Control Panel tab
  2. Click Manage Users
  3. The list of existing users is displayed
  4. Click New in the menu bar

Step 2: Enter User Information

Field Description
User Name Unique login identifier
First Name User's first name
Last Name User's last name
E-mail Address Used for notifications
User Status Enabled by default
Password Initial password
Confirm Password Re-enter password
Authentication Type LDAP (NTLM) or infoRouter

Authentication Type

Depending on your application settings, you may need to choose between LDAP authentication and infoRouter authentication.

Learn more: User Authentication

Step 3: Click OK

The User Properties page will appear.

Step 4: Assign Group Memberships

  1. Click Global Group Memberships
  2. Click Add
  3. Select the groups for the user
  4. Click OK

Step 5: Assign Library Memberships

  1. Click Library Membership
  2. Add the user to at least one library

Library Access Required

Users need library membership to access documents. Make sure to assign at least one library.


See Also