Creating a User

When creating a user, you should specify the name of the user, its group membership, feature rights, privileges, tags, and audit events.

Note: The configuration of audit events on a per user or per group basis is only available if you have purchased and enabled the Standard or Advanced edition of Laserfiche Audit Trail. For more information, see Determining which Events are Logged.

Before creating a user, consider that:

To create a user

  1. Start the Laserfiche Administration Console.
  2. In the console tree, expand the desired Laserfiche Server.
  3. Select the desired Laserfiche repository.
  4. If security has been enabled on that repository, log in as any user who has been granted the Manage Trustees privilege for the specified repository.
  5. Expand the Users and Groups node.
  6. Click the node.
  7. From the Action menu, select New User to display the New User dialog box.
  8. Type the name of the new user in the Name field of the General tab.
  9. In the Description field, you can optionally type a description to store additional information about the user, such as their role or title.
  10. Determine how this user will log in to the repository.
    • Password Authentication: Make sure the Allow users to log in with password check box is selected and enter a password in the Password field. Retype it in the Verify Password field. Alternately, click the Generate Password button to generate a random password for the user.
    • Linked Windows Account: Click Browse... and browse to the Windows user you want to link with the account.
    • Note: Linking a Windows account to a Laserfiche user is not the only way to allow Windows authentication. You can also add a Windows account directly; see the Windows Accounts topic for more information. If a Windows Account has been linked with a Laserfiche trustee and added independently in the Windows Accounts node, the Laserfiche trustee settings will take precedence and the direct Windows Account settings will be ignored.

  11. Optionally, if you are using password authentication, you can configure additional password settings. See Password Policy for more information.
  12. If you are using Laserfiche Rio or Laserfiche Avante, the Repository Named User option will be available. See Named Users, Named Accounts and Named Devices for more information.
    • Laserfiche Avante: Select the Repository Named User option to add this user to the Named Accounts list. Clear the option to remove this user from the list.
    • Laserfiche Rio: Open the Repository Named User option and select Full to allocate a full Named User license to this user, Retrieval to allocate a retrieval Named User license, or False to remove this user from the Named User list.
  13. To force this user to use a read-only connection, select Only allow read-only access. Note that this will have no effect on users with the Manage Trustee privilege.
  14. To temporarily prevent the user from logging in (for instance, if you are doing maintenance or want to configure security for the user later), select Disable this user. To re-enable, clear this option.
  15. Click the Groups tab. Select the groups that should be assigned to the user and click Add. See Assigning Users to Groups for more information.
  16. Click the Rights tab and grant the desired feature rights and privileges to the new user.
  17. Click the Tags tab and grant the desired security tags to the new user.
  18. Optionally, click the Auditing tab and configure auditing for the user, if you are using Standard or Advanced Audit Trail. For more information, see Determining which Events are Logged.
  19. Optionally, click the Attributes tab and modify attributes for the user. For more information, see Trustee Attributes.
  20. Click OK to finish creating a user.