Adding New Users | Document Management Software

Perform the following steps:

1.	Use your administrator credentials to log in to KnowledgeTree's web interface; then, open Administration - Users and Groups - Manage Users to open the User Management page.

2.	Click Add a new user to open the Add a user page.

3.	Add the user's details: log in username, full name, email address, whether this user may receive notifications, password, mobile phone number, maximum number of times this user may log in after automatic session timeouts.

Note: KnowledgeTree does not allow you to manually add duplicate users. Duplicate

users may be added when bulk importing users via an external authentication

source, and in this case any duplicate usernames are appended with the word

'duplicate'.

4.	Click create user.

5.	The user is added to the system. To complete this task, ensure that the user is added to a group and enabled.

Pre-requisites:

•	Add the authentication source

•	When using an external authentication provider, such as LDAP, ensure that the provider's plugin is registered and enabled.

Perform the following steps:

1.	Use your administrator credentials to log in to KnowledgeTree's web interface; then, open Administration - Users and Groups - Manage Users.

2.	On the User Management page, click Add a new user to open the Add a user page.

Note: KnowledgeTree does not allow you to manually add duplicate users.

Duplicate users may be added when bulk importing users via an external

authentication source, and in this case any duplicate usernames are

appended with the word 'duplicate'.

3.	Select the authentication source from the pick list in the Add a user from an authentication source section.

Note: It is not possible to convert users from one authentication source to another

after adding the users. You must have added the authentication source and ensure

that the provider's plugin is registered and enabled to allow it to show up in the pick

list.

4.	Click Add from source to open the Search for user page for the authentication source you selected; then, do one of the following:

•	type all or part of the user's name in the User's name field; then, click search for users. Exit this procedure.

•	select Mass import to add all users from the specified authentication source; then, click search for users. Exit this procedure.

Note: The details of individual users included in a mass import cannot be verified.

Any duplicate users are added to KnowledgeTree with 'duplicate' appended to their

usernames.