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User administation

Select administration area

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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

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You can use the generate password button to create a password

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Service scheduler will check for a similar name to ensure that the user 

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Edit existing staff member

To find a staff member that has had their account disabled. Select the following button

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Adjust user details as required

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LDAP Integration (Active Directory)

To enable LDAP integration, navigate to system settings and search for "ldap"

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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 

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As the password is controlled by LDAP, attempting to change the password will result in "User passwords are managed by LDAP integration"

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Bulk Import

Create a CSV file with the following format.

dmsidfullnameemail_addressusernamepasswordadministratoradvisortechnician
 Joe Bossjoe.boss@company.comjoe.boss#password2024!100
 Joe Advisorjoe.advisor@company.comjoe.advisor#password2024!010

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