Set signup policy and default permissions

Under User Management > Basic Settings, choose whether users can sign up and sign in immediately. You can also set the default level and file permissions for new users.

Set login ID format, password rules, and session policy under User Management > Account & Security.

Before you begin

• Required role: administrator

Open Basic Settings

1. Open the administrator page.
2. Select User Management from the left menu.
3. Select Basic Settings from its submenu.

Allow or block sign-up

Expand User default settings, then turn Allow Signup on or off in the card header.

To add accounts yourself, see Create a user account.

Choose when new users can sign in

If sign-up is allowed, use Active in the same card to choose whether new users can sign in immediately.

Check users awaiting approval under Needs your attention on the administrator home or in Users.

Use Level to choose the default level for new users.

Suggested settings

Set default file permissions

1. In the User default settings card, select the File Permissions for new users.
2. Select Update in the card to save.

Selecting Update saves Allow Signup, Active, Level, and File Permissions together.

Available permissions are Create, Delete, View, Rename, Modify, Download, Share, and Execute. To give a user different permissions, edit their account under Users.

Prepare terms and verification

Register the Terms of Service and Privacy Policy in the Sign-up terms card on this page. See Register signup terms for saving each document and removing it from signup.

To require email verification before registration, configure the login ID format and signup verification in Account & Security. Prepare a sender mailbox first.

Basic settings can also be saved with a Free license. Adding members is blocked when the membership limit is reached; check the current usage and limit in the user summary card.

Related Documents

• Configure Account & Security policies
• Level management
• Editing a User Account