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When using 3rd party authentication providers, user accounts provisioned by the 3rd party source (via SCIM) can be added to Square 9 groups directly.  You CAN NOT can not add Windows accounts to Square 9 groups.  When using Windows accounts, group membership is controlled by the customer Active Directory.  These accounts will not display in the list of available users.

  

To edit properties of an existing user, select the user in the list and edit any properties in the right side panel.  Note, once a USER account is created, it can not be renamed.  If a user's account name needs to change, create a new account for that user.

To delete users, select one or more accounts in the user list.  Click the Delete button to remove the users.  You will be prompted to confirm your decision before users are deleted.

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  1. To create a Square 9 UserGroup, in the Users & Groups panel of the Square 9 User Administration section, click the Edit tab, then click the Users Groups button.



  2. In the edit users Edit Groups panel, provide an email address, password, and password confirmation.  Note that username must conform to a valid email address.
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  3. Click Add User.

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"customPasswordRegex": "^((?=.*\\d)(?=.*[a-z])(?=.*[A-Z])(?=.*[@#$%]).{8,20})$"
  1. Group.
  2. Provide a Group Name and click Add.

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Adding Users to Groups

One or more users can be added to any group.  Select a Group from the Edit Groups panel, then select one or more users.  Click Update Group to add the users.

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When managing users and groups, users that have been added to a group will always show highlighted when the group is selected.  If you wish to see only users in the group, or only users excluded from the group, use the filter toggle buttons to the right of the User Filter.  To find a specific user or group in larger lists, type the user or group name in the corresponding Filter text box.

The users list in the Edit Users panel will also show what groups a user is a member of:

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