New Login Account

You can start creating a new login account by right-clicking on the Login Accounts in the left-side tree view of M-Files Admin and by selecting New Login Account...



The new login account creation dialog.

Windows authentication

Windows authentication can be used for authentication on M-Files Server, in which case the user logs in to the document vault with the same login information used to log in to Windows or the organization's domain.

Using the domain logins is the quickest and easiest authentication method. This means that new passwords and logins are not needed, which makes this a rather user-friendly method. For more information, refer to table Differences between the various user authentication methods.

Note: In case your organization is using federated identity management, refer to Deploying SAML v2.0 for M-Files Authentication.

M-Files authentication

The M-Files authentication method allows the user to log in to M-Files only. If the organization does not have a Windows domain or the user is not to have access to it, it is a good idea to use M-Files authentication for the document vault.

Personal information

Enter an e-mail address and a full name for the login account. This information is used for sending notifications. For more information about notifications, refer to Notification Settings (M-Files Admin). If the authentication method used is Windows authentication, you can retrieve the personal information from the domain by clicking Update Information from Domain.

License type

Select a license type for the login account. The different license types are listed below. For more information about licenses, refer to License Management.

Named user license

Named user licenses are assigned to individual login accounts. This license allows the login account to use M-Files any time, independent of other users.

Concurrent user license

When a login account entitled to a concurrent user license logs in, one license of this type is taken up. When the login account logs out, the license becomes available for use by other login accounts that use this same license type.

Read-only license

Read-only licenses are assigned to individual login accounts. This license allows the login account to use M-Files at any time, independent of other users. The license is limited in the sense that not all M-Files features are available for use: the user is only able to read but not to create or modify documents.

External Connector license

External Connector licenses enable 3rd party systems to anonymously read M-Files database. The license type is needed for example when M-Files data is published programmatically in an intra- or extranet environment to an unrestricted number of users.

Account is disabled

This function provides an easy way to specify whether the user is allowed to log in to the server or not. This function is useful if you do not want to remove the login account altogether, but to disable it for the time being.

Server roles: System administrator

This role entitles the user to make any changes on the server level. These include changing the server logins and creating and deleting document vaults. In other words, a system administrator can perform any operation on a document vault.