Add a New User in NetDocuments

Add a New User in NetDocuments

Introduction



In this article, we'll guide you through the process of creating a new user within the NetDocuments platform. NetDocuments is a leading cloud-based document and email management solution designed for legal professionals and organisations needing robust and secure document management capabilities. Properly managing user accounts is crucial for maintaining organisational security, compliance, and efficient workflow.

Creating a new user in NetDocuments involves a series of steps that ensure the user is set up with the appropriate permissions and access levels to perform their role effectively. This guide will walk you through each step, from accessing the administrative interface to configuring user settings and permissions. 

Logging In To NetDocuments

Open your preferred web browser

NetDocuments maintains several separate yet identical services located at different data centers - for the United States, United Kingdom, Germany, Canada, and Australia. Each service is accessed by different URLs. 

Type in the NetDocuments URL provided by your IT department* or access using the following URL:


Note: If your organisation uses single sign on (SSO) a direct link may be provided to access the system.

The login page appears as shown below:



Enter your username and password, then select Login.

Accessing The Admin Console

To access the admin console:

  1. Select your name in the upper-right corner of the screen.
  2. In the drop-down menu, hover over Admin.
  3. Select the name of your repository.

Adding A User

Step 1: Select Users / Groups from the left hand menu:



Then click the Add user button to open the Add User form and type in the users email address:



Complete the new user form as follows:


The following provides an explanation of each field:

Option
Description
First name
User’s Name
Middle initial
Last name
Email Address
User’s email address
Username
This will default to the email address.
Phone Number
Organization
User Type
If the person works for your firm, they are an Internal User. If this is someone that only needs access to one or two client files, they are an External User.
Repository Admin Type
Full: Access to all admin features
Membership Only: Can add new users and new groups, but no access to any other admin features
None: Has no Admin access
Non-Interactive Service Account
Leave to off.
Send Welcome Email
This is usually checked. It sends the user an email to create their account.

Click the Save button.

Useful Resources

The following additional resources may be useful:

NetDocuments: User Account Types & Roles


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