5.9.2 Add New Integrated Login

 

To activate Login:

    1. Navigate to the System Tab
    2. Click the Login Manager icon


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 Login Manager with Drop Down List

 


There are two options to adding a Login within AgilityBMS, which are as follows:

  • Integrated Login - this is a login that is integrated with the Active Directory within the organisation
  • Form Login - this is a login that is associated to individuals with the Active Directory within the organisation - this would be used to add people as Users that sit outwith your organisation. Refer to Section 5.9.3.


New Integrated Login

    1. Click the Add New Integrated Login icon (Add Logins window appears)

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Add New Integrated Login Window


    1. Specify Search Criteria
    2. If Required select Domain

      • Expand the Domain drop down list
      • Select required domain (refer to Section 5.5.2 Manage AD (Active Directory) Domain Connection for further information on Domains)

Domain Window Showing Domain Name


    1. Click Search


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New Logins Query Results List


    1. Select required Login (note that those highlighted in grey have already had Logins created in the system for them)


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Login Activation (Standard)


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Login Activation (Concurrent)


    1. Select the Activated check box in the Initial State section
    2. For Concurrent Licences, you will have the option to select a License Type of either Named/Standard/Basic
    3. For both Concurrent and Standard Licences, select a required System Role of either User/Document Administrator/SystemAdministrator

      • If required, select Document Control Override in the Privileges section
      • If required, select Management of Change Module in the Privileges section

    1. Click the Mapping Tab


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New Login Mapping Options


    1. Select Person Mapping Option (by default the Do not map this login is selected)


                 Note that there are three different ways of mapping a Person to Activated Login:

      • The easiest way is to select Create a new Person using information from Active Directory (where the system will automatically create a Person item, associate it with the Logins and Release the Person Item (if all details are valid and no Number is required))
      • If a Person Item has already been created in the Admin Suite, the activated Login can be mapped to the existing Person Item by selecting the Map to existing Person option (where the Person Item is to be located  with the use of Query function)
      • By keeping the Do not map this login option selected, the System Administrator will have to create a Person Item, associate the activated Login to this Person and Release the Person Item as the User will not have access to the User or Admin Suite unless this process is competed


    1. Select Create a new Person using information form Active Directory (easiest way of creating Login)
    2. The Sync from AD tick box is ticked by default and ensures that in the future, any changes made to the Person's Login in the Active Directory are updated within AgilityBMS as well
    3. Click Save (Login is created).

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New Login Tab Options