Users

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The Internal Users window provides facilities to add and edit user details, including library access, group membership, and certain access permissions.

 

Internal users differ from External users in that Internal users are those that work within the organization that uses the UnForm server environment, whereas External Users are third party users that login and should only see documents that pertain to them. Internal users are granted certain permissions to whole libraries.  External users are granted read only permissions only to their own documents, as determined by an Entity ID.

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The left panel displays a list of active users, and a  to add a new user, or use the export and import functions to work with users in an external tool.  The Access tab is used to specify the current user's library-specific permission settings.

 

External ID fields, name and password, not to be confused with External user definition, are used for custom requirements, such as for synchronization with an external service.

 

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