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Add & Update User Accounts


Add Users in Active Directory:

To create a new user account:

  • Navigate to Object Management > User Management.
  • Click on the Add User button.
Add User Account | Create user account | User Management

Step 1: Select Container:

  • Click Select OU to choose the container where the new user will be created.
Select OU | Create user account | User Management

  • In the Active Directory Explorer select the desired organizational unit.
  • After selecting the desired OU, click Save to confirm.
Select Organizational Unit to add user | User Management

Step 2: Enter General User Information

  • Fill in the following fields:
    • First Name
    • Initials
    • Last Name
    • Username / Logon Name
    • Email Address
  • Click Next to proceed to password settings.
Fill in User General Information | User Management

Step 3: Set Password Preferences

  • Choose one of the following options:
    • Random Password: A password is auto-generated; the user must change it at first logon.
    • Type Password: Manually enter and confirm the password.
    • Skip Password: No password is set.
    • Note: This will disable the account by default unless updated later.

Step 4: Configure Account Properties

  • Set any of the following options as needed:
    • The user must change the password at the next logon.
    • The user cannot change the password.
    • Password never expires.
    • The account is disabled.
    • Note: Account properties can only be configured if a password is set using either Random Password or Type Password.

Step 5: Save the User

  • Once all fields are configured, click Save Details to add the user to Active Directory.

Save Password Preferences and Account Properties | Create User Account | User Management

Modify or Update User Account Information in AD Tools:

To update an existing user's details:

  • Navigate to Object Management > User Management.
  • Under the All Users tab, search for users by:
    • Selecting a container via the Filter by Container dropdown.
    • Filtering by user type using the Filter by User Type dropdown.
    • Enter the username in the search bar and click the search icon.
Search All users | Object Management | User Management

  • In the user list, go to the Actions column and click the three-dot icon next to the desired user.
  • From the dropdown options, select Modify User.
Modify Existing User | User Management

Step 1: Edit Personal Information

Update the following fields as needed:

  • Container (OU): Select a new organizational unit if required.
  • General Information: First Name, Initials, Last Name, Username/Logon Name, Email, Description, Office, Home Path, Profile Path.
  • Address Information: Street, City, State, Zip/Postal Code, Country.
  • Contact Information: Home Phone, Mobile, Pager, Fax.
  • Click Next to proceed to password-related settings.
Modify-user-personal-information | User Management | Modify User

Step 2: Configure Password Settings

  • In the Password section, you can configure:
  • Password Preferences:
    • Random Password: Requires the user to change the password at first login.
    • Type Password: Manually enter and confirm the new password.
    • Skip Password: No password is set; the account remains disabled unless updated later.
    • Note: Account properties can only be applied if the password is set using either Random Password or Type Password.

  • Account Properties:
    • The user must change the password at the next logon.
    • The user cannot change the password.
    • Password never expires.
    • The account is disabled.

Step 3: Set Account Settings

  • Account Expiration:
    • Never: Password does not expire.
    • End Date: Set a specific date for password expiration.
  • Logon Hours:
    • Configure allowed login hours.
    • Green blocks: login allowed, Gray blocks: login restricted.
  • Click Next to proceed to custom attributes.
Modify user password related settings | User Management | Modify User

Step 4: Manage Custom Attributes

  • You can edit or delete existing custom attributes.
  • To add a new one, click Add Custom Attribute:
Modify user Attributes | Add Custom Attribute | User Management | Modify User

  • Select an LDAP Attribute from the dropdown.
  • Enter the attribute value.
  • Click Submit to add it.
Add Custom Attribute | User Management | Modify User

  • Once all updates are complete, click on Save Details to apply the changes to the user account.
Update and Save Existing User Account Details | User Management