User administation
Select administration area
Local user accounts
Creating a new staff member
Start the new staff wizard, enter required information if the user is required to login check the "Allow login" box
You can use the generate password button to create a password
Service scheduler will check for a similar name to ensure that the user
Edit existing staff member
To find a staff member that has had their account disabled. Select the following button
Adjust user details as required
LDAP Integration (Active Directory)
To enable LDAP integration, navigate to system settings and search for "ldap"
ldap_allow_company | This will look at the users "company" and if matches will allow login/ Blank will allow any company value. |
ldap_allow_departments | This will look at group the user is a member of and if they match a group name |
ldap_domain | Your LDAP / Active Directory domain name |
ldap_server_hostname | The domain will be used to find a server via DNS but a specific server can be specified. |
ldap_server_port | Port to communicate for LDAP requests |
Departments / Active Directory groups are the recommended method of controller
As the password is controlled by LDAP, attempting to change the password will result in "User passwords are managed by LDAP integration"
Bulk Import
Create a CSV file with the following format.
dmsid | fullname | email_address | username | password | administrator | advisor | technician |
Joe Boss | joe.boss@company.com | joe.boss | #password2024! | 1 | 0 | 0 | |
Joe Advisor | joe.advisor@company.com | joe.advisor | #password2024! | 0 | 1 | 0 |