Manage Users

How to Create System Users

Users, available under System Settings in Global Settings, which can be set up for the entire system.

User type is a licensed feature. Each user should assign for a user type. Three licensed user types are available for Enadoc. User types are subjected to licensing privileges which means each user type has accessible functionalities in Enadoc.

Enadoc User Types:

• Admin User Type: Access Configurations / Capture and Upload / Search / View

• Standard User Type: Capture and Upload / Search / View / Workflow dashboard / Signature dashboard

• Capture User: Capture and Upload

User Type	Configure Global/Library settings	Capture and Upload	Search and view	Workflow Dashboard/Signature Dashboard access
Admin User Type	YES	YES Please refer note for concern	YES	YES
Standard User Type	No	YES	YES	YES
Capture User Type	No	YES	No	No

Users who belongs to Admin user type can perform any tasks including capture and upload, search view and only these users have privileges to access Enadoc settings (Global settings and library settings). Standard user can perform search and view functions but but not allowed to access Enadoc settings. Capture user has privileges only for capture and upload.

Enadoc user types are subjected to licensing privileges. Therefore, Enadoc user groups are still available in Enadoc and it is subjected to all Enadoc user permission. Due to that each user should belong to one user type and one or more user groups.

Note for Concern : If user belongs to admin user type and administrator user group, they are unable to capture and upload documents because capture and upload permission will not be applicable more for administrator user group. In this case, you can create a separate user group which has capture and upload permission and assign user to that group. By default, Enadoc make available this default capture and upload user group to first user. Therefore, first user can perform Enadoc functions without worrying about create new capture and upload user groups.

Below table illustrates the privileges of user types in descriptively.

Options	Admin	Standard	Capture
Global Setting	Enabled	Disabled	Disabled
Library Setting	Enabled	Enabled only with Workflow dashboard	Disabled
Advance Search	Enabled	Enabled	Disabled
Global Search	Enabled	Enabled	Disabled
Tag Search	Enabled	Enabled	Disabled
Document View	Enabled	Enabled	Disabled
Workflow Dashboard Access	Enabled	Enabled	Disabled
Signature Dashboard Access	Enabled	Enabled	Disabled
Capture with Custom User Group	Enabled	Enabled	Enabled
Upload with Custom User Group	Enabled	Enabled	Enabled
Capture By default	Enabled	Enabled	Enabled
Upload By default	Enabled	Enabled	Enabled

Add new administrator user

Select ‘--Add New--’ from the ‘Select User’ dropdown. Enter proper username/email address for the user. If the single sign-on is enabled for Office 365 in the license and Local AD settings are set up in the AD settings, you can search users from the Office 365/local AD.

User Type - Assign user types as Administrative for the newly added user. Please refer the notes which mentioned in the beginning of the chapter for more details.

User Groups - Assign User Groups for the user. . Available user groups are displayed in the ‘All User Group’ list box and selected user groups are displayed in the ‘Selected User’s Group’ list box. One or more user groups can be assigned to one user. Selected user group’s rights will be automatically assigned to the user.

Library Search Accessibility - Assigned libraries for the selected user groups will be displayed in the ‘Selected Libraries’ list box. User has document search accessibility for the selected libraries.

Library Settings Accessibility - This panel is enabling only when you select ‘Administrator’ from the user type. Because only administrator users are allowed to access settings. Here you can select what libraries are allowed to configure settings and what are not allowed. User has library settings accessibility for the selected libraries. User has document search accessibility only for the libraries which display in ‘Accessible Libraries’ box.

Account Restricted - You can restrict user account

Security Level - Users can view documents according to the assigned security level. Lower level users cannot view high-level documents.

Access next level Document - checkbox to give permission to view the list of next high-level documents when searching for documents. Refer example below.

Ex: user is assigned to security level 4 then the user can be viewed documents in level 1, 2, 3 and 4 but, if this option is enabled, user will be able to view the list of documents in security level 5 also.

In Enadoc, users can be categorized into level 1-6 while documents are categorized into level 1-7. Therefore, this is the only way to access the documents in level 7

Activate the added user, then user will be received an registration email with temporary password and able to login to the system. Newly added users can login to the system referring the advice of email. Users can not login to the system without making them activated.

When saving an office 365 user, a registration email will be sent to the user along with the login URL.

Add Standard user/Capture user

Select ‘--Add New--’ from the ‘Select User’ dropdown. Enter proper username/email address for the user. If the single sign-on is enabled for Office 365 in the license and Local AD settings are set up in the AD settings, you can search users from the Office 365/local AD.

User Type - Assign user type as standard or capture as your objective. Please refer the notes mentioned in the beginning of the chapter for more details.

User Group - Assign User Groups for the user. Available user groups are displayed in the ‘All User Group’ list box and selected user groups are displayed in the ‘Selected User’s Group’ list box. One or more user groups can be assigned to one user. Selected user group’s rights will be automatically assigned to the user.

Library search accessibility - Assigned libraries for the selected user groups will be displayed in the ‘Selected Libraries’ list box. All libraries are searchable. User can upload documents, search documents for the library. But not allowed to access library settings.

Account Restricted - You can restrict user account

Security Level - Users can view documents according to the assigned security level. Lower level users cannot view high-level documents.

Access next level Document - checkbox to give permission to view the list of next high-level documents when searching for documents. Refer example below.

Ex: user is assigned to security level 4 then the user can be viewed documents in level 1, 2, 3 and 4 but, if this option is enabled, user will be able to view the list of documents in security level 5 also.

In Enadoc, users can be categorized into level 1-6 while documents are categorized into level 1-7. Therefore, this is the only way to access the documents in level 7

Activate the added user, then user will be received an registration email with temporary password and able to login to the system. Newly added users can login to the system referring the advice of email. Users can not login to the system without making them activated.

When saving an office 365 user, a registration email will be sent to the user along with the login URL.

If applied Multi user Authorization for the page of users, it’s required authorization when you click on save button.

Search user from O365/AD

Users can be added through external directories such as Azure directory and Office 365 directory.

Click Office 365 AD. Then the Office 365 login page will be displayed to log in to user’s AD account. According to the AD application configurations, AD user list will be displayed to the logged in user. Internet connection should be available at the moment.

Search Users - Select the search type as Search by User/ Search By User Group.

Type the email address on the text field and it will automatically filter the user list. Add the selected user to system and fill up other necessary fields.

But if the added user through the AD is an already existing user of Enadoc, Enadoc account will overwrite with the Office 365 account. Then the user should use Office 365 account to log in.