Registering Users

Register an individual user account with Laserfiche Directory Server to grant the user access to Laserfiche applications.

1. In Laserfiche Directory Server, navigate to your licensing site.
2. Click the Accounts tab.

3. Click the Users tab.

4. Click button. In the context menu, select the type of user you want to register: Laserfiche User, Windows Active Directory User, LDAP User, or SAML User. For more information, follow the links below: 
   • How to Register a Laserfiche User
   • How to Register a Windows Active Directory User
   • How to Register an LDAP User
   • How to Register a SAML User
5. After registration, you may need to do more to ensure that users can access the relevant products.
   • If you want a user to access a Laserfiche repository, then they need to be added to that repository.
     • In the Laserfiche Administration Console, they should be added under the Laserfiche Directory Accounts node.
     • In the web client management page, choose to add either a Windows or Laserfiche user, depending on whether the user is registered in Directory Server as a Windows user.
   • If you want a user to access Forms, make sure they belong to a group that is granted access on the Forms configuration page. You can view or edit this list of groups when you configure Directory Server authentication in Forms.

Note: With Directory Server 10.0 or earlier, Community Named User Licenses are assigned by selecting the Retrieval license license type and selecting the Forms authenticated participant checkbox.

Important: When processing Active Directory Group Synchronization rules, Directory Server clears out all non-exempt named users. Registered named users that are marked as being exempt from synchronization rules and registered named devices are not affected.

Note: While you can assign a license to the built-in domain administrator account ([SampleDomainName]\Administrator), the account may not be able to sign in to Laserfiche repositories.

How to Register a Laserfiche User

1. Click . In the context menu, select Laserfiche User.
2. Using the drop-down menu, choose the Organization and Group for this user. If you need to create a new Organization or Group, use the +Organization or +Group button. For more information, see Managing Group Membership.
3. Fill out the user information.
4. If this user does not have a Group assignment, use the drop-down menu to select user License.
5. Click Finish to save the user information or click Save and add another user to add additional users.

How to Register a Windows Active Directory User

1. Click . In the context menu, select Windows Active Directory User.
2. Using the drop-down menu, choose the Organization and Group for this user. If you need to create a new Organization or Group, use the +Organization or +Group button. For more information, see Managing Group Membership.
3. Click the Register directory user(s) button.
4. In the Register Directory User(s) dialog box, using the drop-down menu, select an Active Directory identity provider.
5. Search for user names. By default, the search within this domain is set to Entire Directory. To change this, use the drop-down menu.
6. In the Search Results section, select users to add. Selected users automatically appear in the Added users section.
7. Click OK to finish adding users in the Register Directory Users dialog box.
8. Click Finish on the Create User page.

How to Register an LDAP User

1. Click . In the context menu, select LDAP User.
2. Using the drop-down menu, choose the Organization and Group for this user. If you need to create a new Organization or Group, use the +Organization or +Group button. For more information, see Managing Group Membership.
3. Click the Register directory user(s) button.
4. In the Register Directory User(s) dialog box, using the drop-down menu, select an LDAP identity provider.
5. Search for user names. By default, the search within this domain is set to Entire Directory. To change this, use the drop-down menu.
6. In the Search Results section, select users to add. Selected users automatically appear in the Added users section.
7. Click OK to finish adding users in the Register Directory Users dialog box.
8. Click Finish on the Create User page.

How to Register a SAML User

1. Click . In the context menu, select SAML User.
2. Using the drop-down menu, choose the Organization and Group for this user. If you need to create a new Organization or Group, use the +Organization or +Group button. For more information, see Managing Group Membership.
3. Using the drop-down menu, choose the name of your SAML Identity Provider. Once you select the SAML provider, the User Information section will appear.


Note: As shown in the image above, mapped claims should be grayed out if the SAML Identity Provider authentication was properly configured. For more information, see Adding a SAML Identity Provider.

4. Fill out the user information. For the Unique Attribute field, you must use the value of the Unique Login Attribute in your SAML provider.
5. If this user was assigned to a Group, the License field will be automatically populated. If this user does not have a Group assignment, use the drop-down menu to select user License.
6. Click Finish to save the user information or click Save and add another user to add additional users.

Note: The Import user list button can be used to import many users at once. For more information, see Batch Import of SAML User Accounts.