Adding New Users to NetDocuments when using Single Sign on through Azure

Posted in NetDocuments and Single Sign On, NetDocuments Tips on September 19, 2019 by Craig Bayer

 

Step 1: Log in to Azure

https://portal.azure.com/#home

Step 2: Click on Azure Active Directory

 

Step 3: Click on Enterprise Applications

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Step 4: Click on NetDocuments

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Step 5: Go to Users and Groups

Step 6:  Click Add user/group

 

Step 7: Click on User and Groups and then None Selected

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Step 8: Double Click on the User you just added and the hit select
(you might have to search for them and then double-click)

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Step 9: Click Select and then assign

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer

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