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Each pane in the User & Group Administration screen includes helpful information about that panel. Click the Help ( ? ) icon for the selected panel.

 

Manage Users and Groups

Manage Secured Users and Groups

The Secured Users and Groups panel displays a list of all Windows Active Directory users and groups and all Square 9 Users who have been granted access to one or more databases. The icon to the left indicates either a User (Image Removed) or a Group of users (Image Removed). The icon to the right indicates either a Windows user (Image Removed) or a Square 9 User (Image Removed).

Tip
titleLimit Length of Names

Limit the length of the groups you wish to secure in GlobalSearch to 50 characters. While Active Directory supports longer group names, GlobalSearch supports group names of 50 characters or less, due to the SQL column length.

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Manage Unsecured Users and Groups

Unsecured Users and Groups displays a list of all Windows users and groups and all Square 9 Users that are available to grant access to one or more databases.

 

  1. To return a secured user or group permissions to unsecured, in the Administration menu, select User Management.
  2. Select one or more user or group from the list in the Secured Users and Groups group.
  3. Disable all permissions.
  4. In the Confirm Changes panel, click Apply Security.
  5. To add new users or groups to the list, add the user or users to the Windows authentication pool or create Square 9 Users.

Manage Square 9 User Administration

In addition to Windows Active Directory users and groups, in the GlobalSearch web client you can create users which are local to the application, requiring no Windows credentials or Windows authentication. This allows you to grant external users with no server or Active Directory account, such as vendors or customers, access to the web and/or desktop client.

Active Directory Users versus Square 9 Users

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Active Directory User or Group

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Square 9 User

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Created and deleted in Windows

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Created and deleted in GlobalSearch web client

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Can create users and create groups or users

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Can only create users

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Can change email and password in Windows

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Can change email and password in the web client

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Can set database access in the desktop or web client

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Set database access in the web client

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Can set database security in the desktop or web client

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Can set database security in the desktop or web client

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Can set Inbox security in the desktop or web client

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Can set Inbox security in the desktop or web client

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Can set Archive security in the desktop or web client

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Can set Archive security in the desktop or web client

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Can set Search security in the desktop or web client

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Can set Search security in the desktop or web client

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  1. To create a Square 9 User, in the Users & Groups panel, in the Square 9 User Administration section, click the Add (plus sign) button.
  2. Enter a username.
  3. Enter a password and then confirm the password.
  • The Square 9 User password must be six to 18 characters in length. There is no forced complexity, but it is always recommended. Square 9 Users can change their own password via the User Settings.
  • For security control, Square 9 User usernames cannot be changes once created.
  1. Click Save.

 

Modify Square 9 Users

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  • Add an email address to a Square 9 User in order for them to utilize the GlobalAction Allow Delegation feature. Refer to the GlobalAction Guide [MN13] for details on setting email notifications in GlobalAction.
  1. Click Save.

 

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Delete Square 9 Users in the Web Client

 

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CAUTION: Deleting a Square 9 User removes the user permanently.

 

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