Creating Basic User Accounts

How to create basic user accounts.

1. Enter / Select the required values in the fields.

2. Click Save.

3. The basic user account will be created.

Refer to the table below for field names and descriptions:

Field	Description
Username	Refers to the unique username of the account. It is recommended that the name is different to a user’s network login id name and you append _admin / _priv / _basic to the username to ensure that it is different to a user’s standard login name, and it also indicates the type of user.
First Name	Refers to the first name of the user.
Last Name	Refers to the last name of the user.
Admin Level	Refers to the type of user being created.
Account Status	Specifies whether the account is active or not.
Last log-in date	Refers to the date on which the user last logged into the account.
Account creation date	Refers to the date on which the account was created.
Primary Email Address	Refers to the email address to which all emails, to the user, from Cryoserver will be sent. This will include reset Password and Forward-to-inbox emails. Once a new account is saved, a random password is assigned and emailed to the new user’s primary email address. If Cryoserver is unable to send this email, then the password will be displayed on this screen.
Authentication type	Refers to any of the 3 authentication types which the user will be required to fulfill to log into the account
Secondary email addresses	Email address(es) to which the user will have access, in addition to the primary email address.
Exclude Primary Address From Search	Specifies whether or not the primary email address of the user should be excluded from search results. This is useful where a basic account is designed to be a Team Supervisor account, an account where email addresses of a team are added as the secondary addresses. All searches should be conducted across the team, but should not include the team supervisor themselves.
Enable Sample Search	Specifies whether or not a percentage/ a specified number of emails, of the primary email address, should be displayed to the user. This option will display a ‘Random Selection’ feature to the Search User, where only a percentage of the possible results will be returned to the user. This is useful for compliance officers who are obliged to conduct random sample searches on a regular basis to check for potential breaches of the company or business regulations.
Enable Share Folder	Specifies whether or not shared folder facility is available to the user. The results of a search can be saved as a Case Folder, and comments given for each email in that folder. If this option is enabled allows case folders to be shared.
Export Capabilities	Specifies whether or not the user is allowed to export emails of secondary email addresses.
Enable Auditing	Specifies whether or not the user account is audited. If this account is knowingly able to access other user email addresses, then it should be audited. With this enabled, at least one of the Data Guardian options must be selected.
Auditing by Data Guardians	Specifies whether or not the registered data guardians will audit the user account. i.e., receive transcripts of searches conducted.
Other auditors	Email address, other than the data guardian, which will audit the user account. i.e., receive transcripts of searches conducted.