How to add New Users into IRIS Docs

Introduction

In order for other users to gain access to the system the users account details must be created or imported from Active Directory. The created/imported users will then be allocated a licence, and in turn you will be required to set the different levels of permissions.

Importing users from Active Directory

To import from Active Directory into IRIS Docs:

1. Click Administration (must be admin user).

2. Click Users | Import Users from Active Directory

3. Click on Name starts with text box and enter New User name and then click Find Now.

4. Highlight the New User in the list.

5. Click OK.

Next you will need to add the licences and the different User permissions.

New User Maintenance (Member Details)

To edit user details, double-click the user’s title (or name) in the Middle pane and the Member Details screen displays.

Within the Member Details screen you are able to view the user’s general information, which will display a number of tabs in which you can add these details.

• You can compare this New User to another User in the list that should have the same access level. Double-click on User and make a note of these and then add to the New User member details.

Add New Users to the Filing Cabinet

New Users will need to be added to the filing cabinets. The choice is yours in regards to which folders these are.

1. Click Filing Cabinets.

2. Click Show Filing Cabinets.

3. Right-click on Relevant Folder | Edit Members and Info Types.

4. Add new user and click on OK.

5. Select Update this client folder only.