Adding Existing Users to the Named Users List

If you have already set up the users for your repository, you will need to mark those users as Named Users to allow them to log in using a Named User license.

If you are using Windows domain accounts or LDAP directory accounts for authentication, you don't need to add each member of the group manually. You can add a domain or directory group to Laserfiche; users in that group will inherit their access from the group. You can choose to mark the entire group as a Directory Named User—in which case all of its members will be added to the Named Users list—or you can leave that option cleared and manage individual users within that group. This allows you to add or remove users from the Named User list without having to manually add each account. See Administering Named Users in Domain or Directory Groups for more information.

Note that Named Accounts must be individual user accounts. Laserfiche groups cannot be added to the Named Users list. Windows domain or LDAP directory groups can be marked as Named Users, but that will simply add each individual user within that group to the list; it is provided for convenience only.

Note: These instructions are for Laserfiche Avante installations. For instructions for Laserfiche Rio, see Administering Named Users with Laserfiche Rio.

To add an existing user to the Named Users list:

  1. Open the Laserfiche Administration Console.
  2. In the console tree, expand the desired Laserfiche server item and log in as a System Manager.
  3. Select the desired Laserfiche repository.
  4. If security has been enabled on the selected repository, log in as a user with the Manage Trustees privilege.
  5. Expand the Users and Groups node and select the node for the type of user you want to add:
    • Laserfiche users: Select the Users node.
    • Windows accounts: Select the Windows Accounts node.
    • LDAP accounts: Expand the LDAP Management node and select the Accounts node.

      • Note: Laserfiche groups cannot be added to the Named Users list. Windows domain or LDAP directory groups can be selected; the complete list of users in that group will be added to the Named Users list in their place. If you do not want to add every member of the group to the Named Users list, do not select the Named Users option.

  6. Select the user you want to add to the Named Users list.
  7. Do one of the following:
    • Right-click, or open the Action menu, and point to All Tasks. Select Add to Named Users.
    • Right-click and select Properties, or select Properties from the Action menu. In the General tab, select the Directory Named User option (for Windows or LDAP accounts) or the Repository Named User option (for Laserfiche users). Click OK to save your changes.
    • Click the Add selected account(s) to the named user collection toolbar button.

    Note: If you added a Windows domain or LDAP directory group, all of its members will be added to the Named Users list. If there were not enough available Named User licenses for all of the users, as many users as can be added (in alphabetical order) will be added.  The rest will be left off the list.

To add an existing user to the Named Users list: 

  1. Open the Laserfiche Web Administration Console.
  2. Select the desired Laserfiche server item and log in as a System Manager.
  3. Select the desired Laserfiche repository.
  4. If security has been enabled on the selected repository, log in as a user with the Manage Trustees privilege.
  5. Under Accounts, select Windows Users/Accounts, Laserfiche Users/Accounts, or LDAP Users/Accounts. Note: Laserfiche groups cannot be added to the Named Users list. Windows domain or LDAP directory groups can be selected; the complete list of users in that group will be added to the Named Users list in their place. If you do not want to add every member of the group to the Named Users list, do not select the Named Users option.

    6. Note: Laserfiche groups cannot be added to the Named Users list. Windows domain or LDAP directory groups can be selected; the complete list of users in that group will be added to the Named Users list in their place. If you do not want to add every member of the group to the Named Users list, do not select the Named Users option.

  6. Select the user you want to add to the Named Users list.
  7. On the User properties page, make sure True is selected under the Directory Named User option (for Windows or LDAP accounts) or the Repository Named User option (for Laserfiche users).
  8. Click Save to save your settings.

    9. Note: If you added a Windows domain or LDAP directory group, all of its members will be added to the Named Users list. If there were not enough available Named User licenses for all of the users, as many users as can be added (in alphabetical order) will be added.  The rest will be left off the list.

    For more information on a specific licensing topic, return to the licensing home page.