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The Users and Groups panel displays a list of all 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 (

Status
titleUnknown Attachment
). The icon to the right indicates either a Windows user (Image Removed) or a Square 9 User (Image Removed(Secured), a list of users that have yet to be granted any access (Unsecured), and options to manage internal (Square 9) users and groups (Edit).

Tip

Limit Length of Names

Limit the length of the groups you wish to secure in GlobalSearch to 50 characters. GlobalSearch does not support group names of longer than 50 characters.

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  1. To secure a user or group, from the GlobalSearch toolbar, go to the User & Group Administration interface using one of the following methods:

    In the Administration menu, select User Management.
    In the Administration menu, in the vertical Administration menu, select Users & Security and click Go.

    Select select one or more users or groups from the list in the Unsecured Users and Groups section.

  2. Grant access to at least one database.

  3. In the Confirm Changes panel, click Apply Security. The selected user or group will be moved to the list in the Secured Users and Groups section. Remember to deselect users after you apply your settings, otherwise you might accidentally change their security settings the next time you click Apply Security.

The Unsecured Users and Groups section 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.  Only when a user has no database permissions do they appear here.

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  1. Select one or more users or groups from the list in the Secured Users and Groups section.

  2. Click Select None or click on individual permissions and rescind all permissions from the Database Permissions section.

  3. In the Confirm Changes panel, click Apply Security.

Note

The Unsecured Users and Groups section will update real time as Square 9 users are created.  To see newly added Active Directory users, you will need to refresh the browser.

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Square 9 User Administration (Edit)

In addition to Windows Active Directory users and groups, in the GlobalSearch web client you can create Users and Groups that are internalGlobalSearch supports internal users and groups.  These are users that are local to the application, requiring no Windows credentials or Windows authentication. Users provisioned through 3rd party auth provider also leverage this user type for securing externals users and granting permissions. Internal users and groups are leverage leveraged by cloud customers without and integration with 3rd party auth providers, by cloud or on-premise customers who find it easier to allow the GlobalSearch administrator to manage accounts and access without involving IT, or for on-premise customer granting external users with no server or Active Directory account (such as vendors or customers) access to documents in GlobalSearch.

Info

When administering users from Active Directory, by default GlobalSearch will load users and groups from the entire domain. GlobalSearch 6.3 and greater allows enterprise customers with very large directories to filter their available users to specific organizational units or containing folders in the AD. Refer to the KB article on configuring GlobalSearch to filter AD users.