New User

You can create a new user by highlighting Users in the left-side tree structure of the M-Files Admin and selecting New User from the Action menu.

Select the users for the document vault and define their permissions. For more information, refer to Users.

You can also import domain users to M-Files. For more information, refer to Import Users.

Creating a User

Before you begin

Install M-Files Server and M-Files Admin and open a connection to M-Files Server.

Steps

  1. Open M-Files Admin.
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. In the left-side tree view, expand the desired document vault.
  4. Still in the left-side tree view, highlight Users.
  5. Click New User... on the task pane.
    The New User dialog is opened.
  6. Select a login account for the user from the Login account dropdown menu or select New login account... from the same dropdown menu to create a new login account for the user.
    The Full name field is updated with the full name information of the selected login account.
  7. Optional: Set additional settings by checking or unchecking the checkboxes on the General tab.
    Fore more information, refer to New User.
  8. Optional: On the Permissions tab, specify the users or user groups who may see this user.
    1. On the Users and user groups list, highlight the user or the user group for which you wish to set the permissions for seeing this user.
      If the desired user or user group is not on the list, click Add... to add the user or user group to the Users and user groups list.
    2. Check either the Allow or Deny checkbox to modify the permissions of the selected user.
  9. Click OK once you are done.

Results

A new user is created and it is visible in the Users list.
© M-Files Corporation 2015
Version 2015.12