(Dansk version)

Add new Web-User:

<aside> ⚠️ Please Note:

• To work with users in DocuNote, you must have the "Manage Users" module role. </aside>

1. Navigate to a local group and press Create web-user in your ribbon bar. Alternatively, you can right-click on the group and select Create web-user from the menu.

   

2. On the first General tab, insert the contact information, where the following fields are mandatory:

   • First name
   • Last name
   • Username (created automatically from First name and Last name)

   If the user is to be able to receive mail and two-factor authentication, the following must also be completed:

   • Phones
   • E-mail

<aside> 💡 Tip:

• Remember to put a tick in which phone number and email address should be "Primary”. </aside>

1. Switch to the Account tab, and enter the necessary user account information:
   • Check mark in "Access via Web portal"
   • Tick in “Access via DocuNote Mobile”
   • Create login name under "Account"
   • Create "Password" and repeat (if necessary, put a tick in "Force the user to change the password at the next login")

Activation Link

When "Access using Web-portal" is selected, an activation link can be sent to the user to set a password.

This link is active for 24 hours after it is sent to the recipient.

<aside> 💡 Please Note: The activation link will be sent to the user's primary email.

</aside>

Click on "Portal" and select "Send activation link". Outlook now opens with a new email that is ready to be sent. The email contains the set activation email by default, but you can also change the email before sending.

<aside> 💡 Tip:

• If you manage to save the user before sending an activation link, this option will no longer be active. Alternatively, you can send an email with a link to "Reset your DocuNote password". But if you want the web user to receive your welcome email, you must start over by deleting the user and creating the user again. Remember to select "Portal" → "Send activation link" before saving the user.
• Once the user has been activated, the Reset password becomes active in the same dropdown menu, and the Send activation link will become inactive/greyed out. </aside>

<aside> 💡 Please Note:

• In case the Portal is not visable - Until DocuNote version 6.9, you will need to check if Adress book Setting “(345) Display Welcome letter buttion” is configured to YES - which means it will be visable and available. See Address book for more details. </aside>

Edit the Activation Email Message

In case you want to change the text for the standard email, that is send by “Send activation link”, to something else, you can do this through the Label editor in the administration panel.

<aside> ⚠️

Please note:

• This require permissions to use the Label editor </aside>

Use the following Steps to locate the label:

1. Go To Administration
2. Select the Label Editor
3. Search for the Label “ You have been created on the DocuNote”
4. Select the Search Result Label
5. Click Edit
6. Select the Language you want to edit the message - A good tip is to copy the standard “Label” by doing a CTRL+C
7. Click Edit and Paste (CTRL+V) the Standard Label into the text box and edit the message to the desired format. This way you ensure to have the correct links and tags attached to the message
8. Click Save