Create or Modify a User

To create a new user or modify an existing user, use the following procedures.

Create or Modify a User

To create a user, use Access Control .

Note: You must enter information in the required fields on this tab. You can optionally use the available fields to further identify and manage users.

1. In the Access Control Tree, click the folder in which you want to add a user, and then in the ribbon click Home > User.
2. In the Create User dialog box, complete the required fields (). For more information, see User Properties. User names are not case sensitive unless the user is used with Remote Print.

   Note: A user Name can include letters and numbers. Additionally, the following characters are permitted but cannot begin or end the name: hyphens, underscores, and periods. The maximum length is 50 characters.

3. Click Save.

Modify the User Information

To configure information about a user, do the following.

1. In Access Control  , click an existing user.
2. In the ribbon, click Home > Edit.
3. In the Edit User dialog box, make any changes needed. Ensure that you provide values for the required fields (). User names are not case sensitive unless the user is used with Remote Print.
   Characters permitted in names

   The following characters are permitted in the name: letters, numbers, parentheses, square brackets, ampersands, plus signs, commas, semi-colons, and tildes. Additionally, the following characters are permitted but cannot begin or end the name: spaces, double quotation marks, single quotation marks, hyphens, underscores, periods, and grave accents. For letters, the case that you specify is displayed, but case is ignored when Loftware Enterprise SP interprets a name. If you will be installing the Loftware Enterprise SP application on a computer running Windows Server, and transferring data between Loftware Enterprise SP instances, see the "Transferring Data in a Compressed File" section of the Loftware Enterprise SP Data Transfer Guide.

4. Click Save.

Manage Access to the User Account

To control who can do what to a user account, do the following.

1. In Access Control  , click the user you want to manage access to.
2. Define the permissions for viewing or configuring the user in the Default Permissions panel.
   

   Note: It is recommended that you grant Read permission to all users so that the user name of the user can be displayed to other users where appropriate in Loftware Enterprise SP.

   • To grant a permission, click once to change it to granted .
   • To deny a permission, click twice to change it to denied .
   • To inherit the default permission from the folder containing this object, clear the check box to change the permission to inherited .

   Tip: You can double-click a row or column header to grant, deny, or clear permissions in that entire row or column.

3. Configure any exceptions to the default permissions.
   1. In the Group Permissions or User Permissions panel, click Add .
   2. In the Add Group or Add User dialog box, select a group or user, and then click OK.
   3. In the Group Permissions or User Permissions panel, click the group or user name to expand the permissions table for that group or user.
   4. Define the exception's permissions as in step 2.
4. Click File > Save or Save .

Assign Group Memberships to the User

To assign group memberships to the user, use the Groups dialog box.

1. In Access Control  , click an existing user or create a new user.
2. In the ribbon, click Home > Group.
3. In the Groups dialog box, click Add next to Group Membership.

   Note: You can assign existing users to a group in the Groups dialog box for the user or in the Users dialog box for the group, whichever is convenient. Both will show that the user is assigned to the group.

4. In the Add Group dialog box, select a group and then click OK.
5. Click Close.

Assign Roles to the User

To assign roles to a user, use the Roles dialog box.

Best Practice

Although you can assign a role directly to users, it is recommended as a best practice that you assign a role to a group and assign group membership to users.

1. In Access Control  , click an existing user or create a new user.
2. In the ribbon, click Home > Role.
3. In the Roles dialog box, click Add next to Role Membership.

   Note: You can assign existing roles to a user in the Users dialog box for the role or in the Roles dialog box for the user, whichever is convenient. Both will show that the role is assigned to the user.

4. In the Add Roles dialog box, select a role and then click OK.
5. Click Close.