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¶
- Click the Control Panel tab
- Click Manage Users
- The list of existing users is displayed
- 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¶
- Click Global Group Memberships
- Click Add
- Select the groups for the user
- Click OK
Step 5: Assign Library Memberships¶
- Click Library Membership
- 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.