External Users

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New in version 8.0:

 
Virtual Libraries for External Users

 

A significant change has been made to how external users are given access to the UnForm archives.

 

No changes were needed to external user administration in the browser to accommodate this.

 

Please use this topic link for full information:

 

Virtual libraries for external users

 

 


 

Note the difference between internal and external users:

External users and internal users are distinguished mainly by the Entity ID field.

External users have an Entity ID, internal users do not.

An external user with an Entity ID value has a limited interface to the archives, and can only view documents with a matching Entity ID.

 

External Users menu:

 

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Add User, List Users, Edit Users

 

 

Add External User form:

 

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Toolbar icons:

 

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    to Security menu          New user          Select a user

 

Select a user list:

 

Note: this is the same as choosing 'List External Users" from the main security menu:

 

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Edit/Add users form with a user selected:

 

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Form field help:
 

User ID                Unique ID for each user

User Name                User's name

Password                User's password

Confirm                Confirm user's password

Entity ID                User may only view documents with this entity ID.

User is inactive        Used to indicate that the User entity is inactive and should be
                       barred from access to library documents.

Allowed IP                A security feature which allows the restriction of access by user entities
                        to certain incoming IP addresses, to prevent access from outside the
                       organization, unless specification otherwise.

Email                        An email address where a password reset request from the login screen will be sent.

Date Entry order        Choice of a specific session date format is allowed from the options listed.

Group Membership        Any groups that have been defined in Group administration will be
                       shown here, and a user entity can be assigned to one or more
                       groups from here.

Last Activity                A display field that show the last activity date for the user entity.