Managing Groups

Laserfiche Directory Server groups are a convenient way to grant Laserfiche access to multiple users in an organized way.

In the Accounts tab, select Groups to create, view, or edit groups.

  • Click + Groups to create a group in Directory Server.
  • Select a group from the list to view additional information about the group.
    • In the Members tab, view existing members, delete members, or add new members.
    • In the Profile tab, view or modify the group's Name, Organization, or Supervisor.
    • To delete a group, click Delete in the bottom right corner.

Configuring Group Membership

Note: License assignment is handled separately. Please see the Registering Users page for more information.

Add groups and group members with Laserfiche Directory Server.

  1. In Laserfiche Directory Server, select your licensing site.
  2. Click the Accounts tab.
  3. Click the Groups tab.
  4. Click an existing group name in the Group column or click +Groups to create a new group.
  5. In the left pane, select the group of interest.
  6. In the right pane, to add new users or groups, click the + Add button as shown in the image below.
  7. In the context menu, choose the group type you would like to create: Laserfiche Trustee, Directory Group, or SAML Group.

Add a Laserfiche Trustee

This section covers how to add Laserfiche Trustees in a Group.

  1. Type the name of an account or group present in Laserfiche Directory Server or click the Search button.

    Note: By default, Service Users are excluded. To change this, use the drop-down menu.

  2. In the Search Results, all users or groups will be displayed.
  3. Click the name of the user or group you want to add, one at a time. The clicked users and groups will move down to the Selected trustees section.
  4. Once all users or groups have been selected, click OK.

Add a Directory Group

When adding a directory group or SAML group, each member of that group will inherit membership to the Laserfiche Directory Server group.

  1. Select an Identity Provider.
  2. Type a letter to search for group names starting with that letter. Click Search.
  3. In the Search Results, all group names will be displayed.
  4. Click the name of the group you want to add, one at a time. The clicked groups will move down to the Added Groups section.
  5. Once all groups have been selected, click OK.

Note: If you are using Active Directory users, you can configure Directory Server to automatically grant users implicit membership a Directory Server group without adding them individually. Create an Active Directory Group Sync rule for a Directory Group and add the same Directory Group to your group.

Add a SAML Group

This section covers how to add a SAML group to a Laserfiche Directory Server group.

  1. In the Add SAML Group Member dialog box, use the drop-down menu to select your SAML Identity Provider.
  2. Type the unique attribute for the SAML group.
  3. After the unique attribute has been added, click OK.