Add a New User

Navigate to the users section of the site. There are two buttons that will allow you to add a new user.



This screen is activated when using the Add User button on the Users - List screen. Fill in the required fields, then click Save.



Credentials

Choose the new user's login credentials. All fields in red are required.

• User name
• Name
• Email 
  *Warning: DO NOT use the same email address on more than one user. Every user should have a unique email address. Otherwise, password reset and expired passwords, etc. will not function properly.
• Authentication Service - This field will show up if you site has more than one identity service configured on the site.
• Password
  *DO NOT allow multiple users to utilize the same credentials/user account. Example: one admin account that multiple people have copied the credentials. This will become an issue with logging actions performed by a user.

Home Directory

You have two choices as the new user's home directory:

• Create New Folder for Home - Choose this if you want to create a new private home directory for this new user now. You will then see the following fields appear.
  
  
  • Folder name - Type in the new folder name you are creating.
  • Parent folder - Choose the parent folder for the new folder. Defaults to / (site root).
  • Clicking save - creates the user account and displays the access page with controls.
    
    

• Use Existing Folder for Home - Choose this if you want to assign an existing folder as this new user's home directory. You will then see the following field appear directly below.
  
  
  After clicking Save with the root folder selected a pop-up display will show with a list of all folders:
  
  
  An option to ‘Allow this user to access all folders and files listed above?’ defaults to on or enabled allowing the user access to all folders under the '/' directory.
  
  • Do not choose "/" or the root folder if you do not wish that user to have access to all of the site directories and files listed above.
    

Additional Information

The following fields are all optional:

• Team - If this user will have a Team Manager, choose his Team here.
• Comments - Can be used for just about anything.
• Shares - The Shares option allows the new user to be created with the ability to share upload or download access to their folders and files with others.

If OTP is enabled in the site settings the Require OTP option will display when creating the new user.


You can toggle this requirement to on and a list of OTP methods will be displayed below.

Choose the OTP method you wish to set for the user and then click Save:

• SMS - uses a mobile phone carrier and phone number and/or an SMS email gateway to send a one-time passcode to text.
• Email - uses an email address to send the one-time pass code to the user.
• TOTP APP - requires a scan of a QR code into an Authenticator application such as Google or Microsoft Authenticators and allows user access to the site.
• User may select method - will display a selection screen after entering credentials on the login screen: