How do I change the login account of a user?

Sometimes it can be necessary to change the login account for a user. For example, when a user's last name has changed or when login accounts are moved between domains. To keep the user history and the user's personal settings in the vault, do not delete the vault user. Instead, change its login account where necessary. For the differences of these two, see the descriptions of login account and user.

In the M-Files June '24 Update and later, the events that are related to users also include a user account ID. The user account ID stays the same even when the account name is changed.

Important: Changing login accounts when users are synchronized from Microsoft Entra ID

If new login accounts are synchronized from Entra ID, M-Files automatically creates new users for the new login accounts. To associate the new login account with the correct existing user, you must first delete the new, automatically created user. Before you do this, make sure that the user has not used the automatically created user account. Otherwise, user settings and history are lost.

Before you begin, make sure that the new login account has been created in M-Files. To change a login account of a user:

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files server.
  3. Expand Document Vaults.
  4. Expand a vault.
  5. Select Users.
    Result:The Users list is opened in the right-side pane.
  6. Right-click the user whose login account you want to change and select Properties.
  7. In the User Properties dialog, use the Login account drop-down menu to select a new login account for the user.
  8. Click OK.
The new login account is now associated with the existing user. When the user logs in with the new user credentials, their previous user history and personal settings in the vault are available.