If you’re tasked with managing your firm’s document management system, you know that adding new users to NetDocuments is a fundamental yet vital operation that keeps your business running smoothly. Whether you’re an IT specialist, a dedicated NetDocuments administrator, or simply stepping in to cover this responsibility, this guide is tailored to provide you with clear, step-by-step instructions to ensure you can confidently onboard new team members into your NetDocuments environment.
Join us as we walk you through the essentials of user setup, from licenses to groups, ensuring that each new profile is configured correctly for secure, efficient access to the information they need. This comprehensive guide will empower you to manage your NetDocuments user base like a pro, maintaining your organization’s productivity without skipping a beat.
Step 1: Create a New User in Office 365 ( I am assuming you are using single sign-on via office 365, if not skip steps 1 and 2)
Step 2: Add the new user to the NetDocuments Azure Enterprise App: https://optiable.com/adding-new-users-to-netdocuments-when-using-single-sign-on-through-azure/
Step 3: Add the New User in NetDocuments: https://optiable.com/add-a-new-user-in-netdocuments/
Note: If you are out of licenses in NetDocuments, you either need to:
- Remove a user: https://optiable.com/removing-a-user-in-netdocuments/
- Increase the Number of Users: https://optiable.com/how-to-increase-the-number-of-netdocuments-users/
Step 4: If there is an Author or Typist Profile Attributes, you need to add them manually: https://optiable.com/adding-an-author-and-typist-in-netdocuments/