How do I Add a Locally Managed User?

A locally managed user is a user account that is added directly to FileHold. All of a locally managed users account properties are managed directly in FileHold. This is in contrast to a domain user. A domain user is a user account obtained through synchronization of FileHold with Active Directory server. The majority of a domain user accounts properties are managed not in FileHold but in Active Directory.

Complete the following steps to add a locally managed user account.

1. Click on the System Admin link in the top right hand corner of the web client application to access the system administration section.
   
2. Select the User and Group Management > Users option from the menu on the left. The master list of system users will appear.
   
3. Click the Add User(s) button from the top right hand corner of the master user list. The form that appears will prompt you to select the type of user you want to add. Select Locally Managed User.
   
   Note. If you have purchased the Active Directory Integration Toolkit and you have successfully synchronized FileHold with Active directory then you can select the option for adding a user / group from the domain / directory server. Use this link to learn more about integration with Active Directory.
   
   
   
4. The add user form appears. Fill in information for the new user account and click the Apply button.
   
   
   
5. Set the initial password for user then click the OK button. You are returned to the master list of all system users.
   
   
6. To view all properties for the user account you just created click on the > Arrow symbol to the right of the user name and click Properties within the contextual menu. The user properties wizard will appear. Click the Member Of option on the left hand side to show a list of the FileHold groups the user belongs to.
   
7. The Member Of page of the user properties wizard appears. Click the Add User to Group button. The master list of FileHold groups appears.
   
   
   
   
8. Select FileHold Group(s) to add user to, and keep in mind that the higher role permission will be their system wide setting. So if a user is a Read Only User and a Publisher – they will be a Publisher in the system. Then click the Add button.
   
   
   
   You will return to the Member Of page of the user properties wizard. Click Ok – you have now added a user and assigned them to a Group that has permissions based on one of the FileHold Roles.
   

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