Allow Users to Create and Approve Accounts

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 Approval setting.

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.