Where you set up users depends on which part of the DOCUMENTS system that they will be using:
If they will use the Administration and Production modules, use Administration to define the users; see the "Administration and Production modules" section below.
If they will use the Invoice modules, use Invoice Manager to define the users; see the "Invoice modules (Invoice Manager, Invoice Verify, Invoice Optimizer)" section below.
If they will use a combination, define them in the corresponding places.
For security reasons, information about defined users cannot be exported. You must re-define all users when you install a new version of DOCUMENTS.
Determine the level of user management to use for these modules. (Information about the levels of user management that are available.)
If basic or role-based user management is enabled, define a user.
If basic or role-based user management is enabled, determine whether you want to use user groups in your system. If so, define user groups.
If role-based user management is enabled, define the roles you want to use.
Optional: Use Windows authentication.
: Ensure at least one user (a system administrator) is assigned all rights in both the Administration and Production modules.
If you want users to log in with their user names and passwords, enable user authorization. (More information about user authorization.)
Optional: Use Windows authentication.
: Ensure at least one user has administrator rights. When defining a user, select the dialog: .
Changing a user's password for the Administration and Production modules