New Login Account

The document vault has users who must first authenticate themselves from the point of view of the M-Files Server. Before creating the users, login accounts must be created for the M-Files Server. These login accounts are then added to document vaults as users. The same server login can be added to several document vaults.

Video: New Login Account

The "Login Account Properties" window.

From the New Login Account dialog, you can assign a name, authentication method, and password for the login account. You can also specify the type of license acquired for the login account. If you are using M-Files for an evaluation period, you can select No license.

Video: Authentication Methods

For more information about authentication and server roles, refer to Login Accounts. License management is described in more detail in License Management.

You can also import Windows login accounts to M-Files. For more information, refer to Importing Login Accounts.

Creating a Login Account

Steps

Open M-Files Admin.
In the left-side tree view, expand the desired connection to M-Files Server.
Highlight Login Accounts in the left-side tree view.
Click New Login Account... on the task area.
The New Login Account dialog is opened.
Enter a username.
Select an authentication method by clicking the appropriate radio button and enter authentication details in the fields below the selected authentication method.
Enter an email address and a full name in the personal information fields.
If you are using Windows authentication, you can click Update Information from Domain to retrieve personal information from the domain's directory service.
Select a license from the License type drop-down menu to set an appropriate license for the login account.
Optional: Check the Login account is disabled check box if you want to disable the login account for the time being.
Optional: Check the System administrator check box if you want to assign a system administrator role for the login account. This role entitles the user to make any changes on the server level, including changing the server logins and creating and deleting document vaults.
Click OK once you are done.

Results

You should now have a new login account and it should appear in the Login Accounts list when you highlight Login Accounts in the left-side tree view in M-Files Admin.