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External Users |
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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:
Add User, List Users, Edit Users
Add External User form:
Toolbar icons:
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:
Edit/Add users form with a user selected:
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 Allowed IP A security feature which allows the restriction of access by user entities 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 Last Activity A display field that show the last activity date for the user entity.
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