The System Administrator and the Operators Manager can create user accounts with Tenant Administrator permissions and manage user accounts in the default tenant. Tenant Administrators can manage user accounts only in their own tenants. The procedure for managing user accounts is the same for System Administrators and Tenant Administrators.
Create a user account
1
Add a user
Click Settings → Users, and then click the New user button.
2
Specify the account details
- Login – The account name used to log in to ABBYY FlexiCapture. Use only Latin characters and numbers.
- Full name – The user’s name.
- Email – The email address to which the confirmation message is sent.
3
Add the user to groups
Specify the groups to add the new account to.
4
Set roles and permissions
Set up the user’s roles and permissions for projects and the batch types in those projects.
5
Save the account
Click Save.
Import users from Active Directory
You can add users manually or import them from Active Directory.1
Open the import dialog
Click Import….
2
Enter the search criteria
Enter the search criteria, and then click Find to display the list of users that meet the criteria.
3
Select the groups to import
Select the groups whose information you want to import, and then click Import.
4
Save the data
Click OK.
Self-registration and permission requests
Operators can register a user account independently on the login page, and any user can request station permissions on their personal page. You can view these requests on the Settings → Requests page. For details, see Process permission requests.Change a user account
1
Open the user account
Click Settings → Users and select the account you want to change.
2
Edit the account
On the user’s page, you can:
- Change the user’s name and email address
- Add the user to groups or remove them from groups
- Assign a new role to the user or revoke a role
- Grant or revoke permissions for projects
- Reset the user’s password (the user receives a temporary password)
3
Save your changes
Click Save.
Delete a user account
1
Select the accounts
Click Settings → Users and select one or more user accounts.
2
Delete the accounts
Click Delete.
