Users

A FileBound user can log in to FileBound with a username and password and perform operations according to the rights they have been assigned. FileBound allows an unlimited number of users to be created within the system.

Besides general users, there are four other types of users in FileBound: System Administrator, Project Administrator, Access Administrator, and Group Administrator.

To manage users, in the Navigation Menu, click Administration, then click Users.

Topics include: 

Add a new user

Edit a user

Delete a user

Export list of users

Refresh the Users page

 

Add a new user

Note: New users cannot be added as System Administrators. Users cannot be promoted to System Administrators until they have logged in and set their password for the first time.

1. Click Add.

   

2. Type a user name that the user will use to sign in to FileBound in the User Name box.
3. Type a password that the user will use to sign in to FileBound in the Password box.
4. Type the user's email in the E-mail box.

5. Configure additional user settings using the remaining tabs.

• User settings - Information tab
• User settings - Security tab
• User settings - Stamp tab
6. Click Save.

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Edit a user

1. Click Edit next to the user you want to edit.

   

2. In the Edit User dialog box, edit the user information as needed. For more information about the different tabs see the following:

   • User settings - Information tab
   • User settings - Security tab
   • User settings - Stamp tab

3. Click Save.

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Delete a user

1. Click Delete next to the user you want to delete.

   

2. Click Delete to confirm the deletion.

Delete multiple users

1. Click Delete.

   

2. Select the check box next to the user(s) you want to delete, then click Delete.

   

3. Click Delete to confirm the deletion.

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Export list of users

The list of users can be exported from FileBound in Microsoft Excel or .csv format.

1. Click Export.

   

2. In the Export List dialog box, select the pages to export. The following options are available:

   • All records on current page: Exports the list of users on the current page.
   • All records on pages: Allows you to provide a page range for the list of users that will be exported.

3. Select the export file format. The following options are available:

   • Export To Excel: Exports the list of users to Microsoft Excel format.
   • Export To CSV: Exports the list of users in .csv format.

4. Click OK.

5. In the Save As dialog box, select a location to save the file, then click Save.

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Refresh the Users page

To ensure that your Users page is up to date, you can refresh it.

1. Click Refresh.

   

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