The system administrator will be tasked with defining global user that are used to access the software and linked to one or more endpoint users to determine the functionality in the selected endpoint (folder). Use Users under Users in the Administration > Administration block to define global users. The login created is used to access the software. To add a global user, click Create user in the Right panel. To edit a user, click the pencil icon for the user in the List of users.
The options available for Authentication define the authentication policy specific to this user.
In the Administration section, you can assign the user to one or more groups, endpoint
logins, and teams.
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- At the Login field, enter the login ID for the user. You can also indicate if this user is active or inactive.
- Additional information for the user such as their full name and e-mail address is entered.
- You can select a file to display a photo of the user. Any image file type supported by the browser can be used.
Authentication
The options available for Authentication define the authentication policy specific to this user.
- Select Standard if using the standard authentication method selected in Global Settings.
- DB is used as an alternate method when no other standard authentication exists.
- In this case, a user password is entered and is stored encrypted in the mongoDB database.
- To use LDAP, select the LDAP option and enter the appropriate authentication name and defined LDAP server.
- To use OAuth2, select the OAuth2 option and select the defined OAuth2 server.
Administration
In the Administration section, you can assign the user to one or more groups, endpoint
logins, and teams.
- Under Groups, select the group(s) the user is assigned.
- By default, the connection to the endpoints associated with the group is performed with an endpoint user code equal to the selected user in this function.
- If an equal endpoint user code is not available, they are unable to access any endpoints.
- Under Endpoints login, you can optionally choose to grant access to the various endpoints using a different endpoint login than the user logon. This allows you to define different access rights based on the folder the user is accessing.
- You can add endpoints that are not assigned to the group(s) selected.
- Teams are a set of users that are able to access and manage documents. Setting up teams is discussed in a later topic.
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Sage X3 and Sage Software are trademarks of Sage Software, Inc. Microsoft SQL Server, Microsoft SQL Enterprise Manager and SQL Server Management Studio are registered trademarks of Microsoft Corporation. Oracle is is a registered trademark or Oracle Corporation. All other product names used here are trademarks or registered trademarks of their respective owners.
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