Administrators can customize how new user accounts are created.
In this scenario you are allowing users to create their own accounts but they are disabled until an administrator approves them.
The settings that you use to configure this scenario are described in Table 1.
Table 1. The Settings
Setting
Location
Options
Description
Show New Account Button
Customization > General > Login
ENABLED = Displays New Account button on user log-in page. opens a window for the user to type in new account information
DISABLED = Hides New Account button on user log-in page.
This setting determines whether the New Account button appears on the user portal log-in page.
If enabled, this setting works with two other settings to determine authentication and approval permissions:
Allow Account Signups
Automatic Account Approval
Allow account signups
Admin settings page
Specifies if a user can or cannot create a new FileCloud user account from the login page. by choosing:
Default
True
False
Can Create an Account
Prerequisite: Show New Account Button = Enabled
Default = AD and LDAP users can create their own accounts by logging in to the user portal (they do not have to click the New Account button).
Active Directory authentication allowed
LDAP authentication allowed
Local users (who are not using AD or LDAP authentication) cannot create their own accounts.
True = Local users can create their own accounts
Local users (who are not using AD or LDAP authentication) can create their own accounts by clicking the New Account button when they initially log in.
Active Directory authentication not allowed
LDAP authentication not allowed
Cannot Create an Account
False = No users can create their own accounts
If the New Account button is enabled, and the user clicks it, an error message indicates that new account creation is not allowed.
This setting controls if the user can create a new account. By default, the account is disabled until an administrator approves it. If you want the account to be automatically approved, use the Automatic Account Approvalsetting.
Do I choose Default or True?
Default
If you are using AD or LDAP authentication.
You want to allow your AD users to create their own FileCloud user accounts. After you import AD or LDAP user accounts into FileCloud, instruct the users to log in using their AD or LDAP credentials and on first login FileCloud will automatically create their new FileCloud accounts. Note: If you are not using AD or LDAP authentication, users cannot create their own accounts.
True
If you are NOT using AD or LDAP authentication
You want to allow your users to create their own user accounts by clicking the New Account button. By default, the account is disabled until an Administrator approves it. Note: If you are using AD or LDAP authentication, AD or LDAP users can create accounts which do not use their AD credentials by clicking the New Account button.
Automatic Account Approval
Admin settings page
(Default) No automatic approval. Admin has to approve account.
Automatically approve new accounts to Full User
Automatically approve new accounts to Guest User
Automatically approve new accounts to External User
If the total number of licenses has been reached, share invitations to new users are blocked unless Automatic Account Approval is set to Automatically approve new accounts to External User.
Prerequisites:
New Account = ENABLED
Allow Account Signups = Default or True
This setting determines:
If the account created by the user is disabled until the Administrator approves it
If the account is approved with a specific level of access automatically without intervention from the Administrator.
For smaller organizations or high security sites, you can configure this option so that when a user creates a new account it is disabled until it is approved by the administrator.
For larger organizations, it might not be practical to have the administrator approve every account created and you can use the automatic account approval settings.
The scenarios that enable a user to create a new FileCloud account are described in the following table.
Users can create their own accounts
The Admin must approve the accounts
This scenario can also be used to allow new users to create an account when a Share invitation is sent.
This scenario does not work for AD and LDAP users. Refer to the specific scenarios and settings for AD and LDAP users.
The Administrator provides the user with the URL for the User Portal.
The User accesses the user portal from a Web browser, mobile device, or FileCloud client app.
On the User Portal Login window, the user clicks the New Account button.
The user enters details in the account creation fields.
The account is created but is disabled by default.
The Admin is notified about the new account.
The Admin approves the account.
The Admin sets the user account type to Full User or Guest User.
The user receives an account creation email using the email address provided during account creation.
The user is required to verify the email account to complete the account creation process.
Settings, Authentication settings
Authentication Type = Default
Customization settings, Login tab
New Account button = Enabled
Settings, Admin settings
Allow Account Signups = True
Automatic Account Approval = No Automatic approval; Admin has to approve account
Make sure the Show New Account Button checkbox is selected.
In the FileCloud admin portal's left navigation bar, scroll down and click Settings. Then, on the Settings navigation page, click Admin Unknown Attachment.
Scroll down to the Allow account signups field, and select True.
The user is notified by email when:
Trying to connect (admin approval pending)
When the administrator has approved the device trying to connect
Blocking the createprofile API endpoint
The setting Allow account creation through login form has been added to enable you to block the createprofile API endpoint from the admin portal. The endpoint is used for account signups in the New Account form.
To disable the createprofile API endpoint: 1. Go to Settings > Admin. 2. Disable the Allow account creation through login form setting.