Creating users and groups
To set up new user accounts, you must already be familiar with the permissions system. Then you can set up various user account parameters, create groups, and add users. The following overview summarizes the workflow involved in setting up user accounts.
1. Customize user profile fields, if necessary.
A user profile is an attribute of your organization’s Connect Enterprise user profile. The fields for First Name, Last Name, and E‑mail are required and cannot be modified. However, you can add other predefined fields, create new fields, and change their order in the user profile.
2. Customize login and password policies, if necessary.
You can set login and password policies, password expiration, password format, and password length.
3. Add users and groups.
You can add users and groups to Connect Enterprise by using the Lightweight Directory Access Protocol (LDAP), by using comma-separated values (CSV) files, or by creating users and groups manually.
- Working with LDAP-acquired users and groups
- In LDAP-enabled organizations, Connect Enterprise acquires all its user data directly from the company’s user directory. This includes information such as login, name, and phone number. You would probably not be involved in adding new users or groups to the system, because this occurs outside Connect Enterprise Manager. However, you must still manually assign LDAP-acquired users or groups to the Built‑in group appropriate for their job functions.
- Importing users and groups through CSV files
- You can import large numbers of users and groups through a CSV file. Your organization’s directory may have a utility for exporting users and groups to CSV files, or you can create CSV files yourself. Your CSV files must be in a specific format. You can modify the imported users and groups in exactly the same way you would any user or group that was manually created.
- Adding users and groups manually
- You can assign new users to a Built‑in group, or you can create custom groups that are specific to your organization. It is best to create these groups before creating users manually.
4. Set permissions.
Once you have imported or created users and groups, you must set permissions. If you add users to the Built‑in groups, those groups already have default permissions, which apply specifically to the folders and files within each library.