Import Users from Active Directory

Super Admin permissions are required to import users from Active Directory.

If your site uses Microsoft’s Active Directory® service to manage network access, Enterprise users can be based on the Active Directory users. In this case, Active Directory names and passwords will be used for Enterprise access and can also be used for other Enterprise products. These names/passwords do not have to meet Enterprise user name and password requirements. Active Directory user credentials (first name, last name, username/email, and password) cannot be modified within Enterprise. Pre-configuration is required before using this optional feature. Please contact IPRO Support for additional information about configuration procedures.

Before you import users via Active Directory:

  1. Ensure that you have needed details for the users you will be creating:

    • Active Directory domains/groups to which these users belong.

    • Managing client and user type needed for users (per Active Directory domain or group). Although user configuration, including these settings, can be completed later, doing so now allows you to apply settings to multiple new users at one time.

  2. On your site’s website, log in as a user who is a member of the Super Admin group.

Import Users from Active Directory

To create users based on Active Directory users:

  1. Click the Settings icon in the top-right corner of the screen. The Settings icon is a global button that displays in every module of the Enterprise platform.
  2. The System Manager opens. In the left pane of the System Manager, the Users tab opens by default.

  1. Hover your cursor over the button at the bottom of the screen. A menu expands above the button.

  2. Click the Import Users from Active Directory button, . The Import Users from Active Directory page appears.

  3. On the Browse Directory step, locate the needed users by navigating to the appropriate directory. As you click through the various directories, a path displays above the list showing the chain of folders you have clicked to reach your current location. The path will display in the following format:

    Directory / Sub-Directory / Sub-Directory / Sub-Directory / Sub-Directory

    The number of sub-directories in the path will correspond to the number of folders you have clicked. To return to a previous folder, click on the name of that folder in the path.

  4. Once you have located the needed users, click the Add Users button. The Manage Import page opens.

    Note: You can only add one folder's worth of users at a time. If you need to import users located in numerous directories, you will have to proceed through these steps for each separate directory.

  5. On the Manage Import page, select the check box next to each user you would like to make active. If a user is not made active, they will not be able to access the application. Remove users from the import list by selecting the X associated with that user.
  6. Once the user list on the Manage Import page looks correct, click Save.

 

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