Configure Users

Configure users to manage access to the server.

Note: The number of users may be restricted by the license installed. See Licensing for more information.

Use the instructions below to configure a new user.

1. Click the Settings icon (gear) in the toolbar and then select Users. The Users screen displays showing all users currently configured in the software.

Figure 13 The Users screen.

2. Click New User. The New User dialog box displays.

Figure 14 The New User dialog box for a Non-Domain User.

3. Enter the Username for the user. If using Active Directory, the username must be an Active Directory user name.
4. Enter the user’s Full Name.
5. If Active Directory is configured, select the Domain, or select Non-domain User.
Note: If Active Directory is not configured, the Domain drop-down does not display.
If Active Directory is not configured, or you selected Non-Domain User, continue with Non-Domain User.
If you selected a Domain, continue with Domain User.
6. If necessary, repeat this process starting with Step 2 to add additional users.

Edit a User

To edit a user, click the Edit icon (blue circle with a pencil) next to the user on the Users screen (see Figure 13). Edit the Full Name, Email, Password, User Role, and Notifications (see Configure Users for more information) as desired and click Update. If you want to change the username of a user, delete the user and then recreate the user with the new name.

Note: To use the Send Request to Administrator HTML links, SMTP must be configured (see Configure SMTP) and an email address must be configured for the Administrator user.

Delete a User

To delete a user, click the Delete icon (red circle with a trash can) next to the user on the User screen (see Figure 13). A confirmation screen displays. Click Delete to confirm the project deletion.