The Secured 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 () or a Group of users (). The icon to the right indicates either a Windows user () or a Square 9 User ().

1. To secure a user or group, from the GlobalSearch toolbar, go to the User & Group Administration interface using one of the following methods:
   
   
   1. In the Administration menu, select User Management.
      
      
   2. In the Administration menu, in the vertical Administration menu, select Users & Security and click Go.
      
      
2. Select one or more users or groups from the list in the Unsecured Users and Groups section.
   
   
3. Grant access to at least one database.
   
   
4. 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.

To return a secured user or group permissions to unsecured:

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.

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.

Manage Square 9 User Administration

In addition to Windows Active Directory users and groups, in the GlobalSearch web client you can create Square 9 Users, These are users that 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 documents in GlobalSearch.

Active Directory Users versus Square 9 Users

Create Square 9 Users

1. To create a Square 9 User, in the Users & Groups panel of 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.
   
   
4. Click Save.

Modify Square 9 Users

1. To change a Square 9 User’s password, select a user from the Secured Users & Groups list, and in the Square 9 Users Administration section, enter the new password and then confirm it.
   
   
   
   
2. To add or modify a user email address, enter the address in the Update Email text box. Add an email address to a Square 9 User so that the user can utilize the v5 GlobalAction Allow Delegation feature.
   
   
3. Click Save.

Delete Square 9 Users

1. To delete a Square 9 User, the user must first be unsecured from all databases. Remove permissions and move the user from Secured Users & Groups list, if necessary.
   
   
2. Click to select a user or users from the Unsecured Users & Groups list, and in the Square 9 Users Administration section, click Delete Users. Note that this deletes the Square 9 User and removes the user permanently. Any Audit History pertaining to the user will remain.
   
   
3. Click OK to confirm the deletion.