Creating a Login Account

  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files Server.
  3. Click Login Accounts in the left-side tree view.
  4. Click New Login Account... on the task area.
    Result:The New Login Account dialog is opened.
  5. Enter a username.
  6. Select an authentication method by clicking the appropriate radio button and enter authentication details in the fields below the selected authentication method.
  7. 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.
  8. Select a license from the License type drop-down menu to set an appropriate license for the login account.
    For information about the license types, see License type.
  9. Optional: Check the Login account is disabled check box if you want to disable the login account for the time being.
  10. 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.
  11. Click OK once you are done.
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.