Use templates for user creation
You can facilitate the process of user account creation in Adaxes Web interface by using templates. When a new user is created from a template, properties of the template account along with its group membership are copied to the new user. It eliminates the need to type in the same property values and specify group membership for every new user you manually create.
To create a user template, you need to create a user account, add it to the necessary groups, and fill the properties you want to be copied to new users. It is recommended to create a separate template for each category of users. For example, you can create a template for regular users and another one for Help Desk users.
When naming a template, it is recommended to place an underscore or a hyphen at the beginning of the user's Full Name so it will be at the top of the list. Example: _SalesAccount, _Subcontractor.
In this tutorial, you will learn how to configure the Actions pane to allow creating user accounts based on a template.
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Open Adaxes Web interface configurator.
How
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On the computer where Web interface configurator is installed, open Windows Start menu.
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Click Adaxes Web Interface Configurator.
To configure the Web interface, you need to have the appropriate permissions.
Permissions
The permissions to configure the Web interface are delegated via security roles. By default, only service administrators have the appropriate permissions. To enable other users to configure the Web interface, grant them the corresponding permissions.
To create a security role that grants the permissions to configure Web interface:
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In Adaxes Administration console, right-click your Adaxes service, point to New and click Security Role.
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Enter a name for the new security role and click Next.
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On the Permissions step, click the down arrow embedded into the Add button and click Configure Web Interface.
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Click Next and follow the steps in the wizard.
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In the top left corner, select the Web interface you want to customize.
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In the left navigation menu, click Actions.
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Click the Add button located at the bottom of the Actions section.
To add an action to a particular group, select the group prior to clicking the Add button.
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Select Copy User and click Next.
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On the General step, provide a name and description for the new action. Change the icon associated with the action if necessary.
When done, click Next.
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On the Object selection step, configure which user accounts can be used as a template. You can either predefine a user account that will always be used, or allow users to select an account each time they run this action.
If you want to always use the same template account, select the Specific object option and specify this account.
To allow selecting a template, select the Objects selected by the user option.
You can further restrict which objects can be selected as a template using the following options.
Only objects located under
To allow selecting a template only from a specific container or organizational unit, enable the Only objects located under checkbox and specify the OU.
Screenshot
Only objects that match criteria
To allow selecting only objects that match specific criteria, enable the Only objects that match criteria checkbox and specify the criteria.
Screenshot
For example, if all template names start with an underscore, you can use the following criteria: Full Name starts with _.
When done, click Next.
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On the Location selection step, configure the options for selecting the organizational unit or container where new users will be created.
For details, see Configure Actions pane.
When done, click Next.
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On the Form customization step, you can customize the form for creating users from a template. To customize the form:
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Select the Use custom form option.
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Click Configure form.
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Modify the form to fit your needs and click OK.
For details on how to customize forms, see Customize forms for user creation and editing.
Predefined fields
You can configure predefined values for certain fields on the form. These values will override the existing property values of the template account and the default values generated by the relevant property pattern.
You can configure predefined fields so that they will be different depending on the logged in user. To do this, you need to use value references. Value references will be replaced with the property values of the logged in user. For example, value reference %company% will be replaced with the value of the user's Company property.
You can use the Insert value reference
button to quickly insert a correctly formatted value reference into a field.Copy group membership checkbox
You can also configure the behavior of the Copy group membership checkbox on the user creation form. For example, you can leave it visible but disallow changing it.
Screenshot: user creation form {.mb-12}
When done, click Next.
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On the Visibility step, you can configure who will be able to see the action when they sign in to the Web interface.
The visibility of an action already depends on the permissions of the signed in user (granted via security roles). If a user doesn't have the rights to create users, the corresponding action will not be available and even visible on their Actions pane.
However, in some cases you might need to explicitly hide an action from certain users or groups. For example, if you configured several Create User actions, they will all be available to everyone who has the rights to create users, unless you restrict their visibilty.
The visibility settings of your new action can be copied from another action. To do this, click the down arrow button in the top right corner and select Copy settings from another action.
Screenshot
When done, click Next and then click Finish.
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Save the changes.