You can create a login account in M-Files Admin when you open the context menu for Login Accounts in the left-side tree view and select New Login Account. For a step-by-step guide, see Creating a login account.
The new login account creation dialog.
Windows authentication
Windows authentication can be used for authentication on M-Files Server. In this case, the user logs in to the vault with the same login information used to log in to Windows or the domain of the organization.
Domain login is the quickest and easiest authentication method. This means that new passwords and logins are not necessary, which makes this a user-friendly method. For more information, see Differences between the various user authentication methods.
M-Files authentication
With the M-Files authentication method, the user can log in to M-Files only. If the organization does not have a Windows domain or the user must not have access to it, it is a good idea to use M-Files authentication for the vault.
Personal information
Enter an email address and a full name for the login account. This information is used for sending notifications. For more information about notifications, see Editing notification settings in M-Files Admin. If the authentication method used is Windows authentication, you can get the personal information from the domain when you select Update Information from Domain.
Named user license
Named user licenses are assigned to individual login accounts. This license lets the login account to use M-Files any time, independent of other users.
Concurrent user license
When a login account entitled to a concurrent user license logs in, one license of this type is taken up. When the login account logs out, the license becomes available for use by other login accounts that use this same license type.
Read-only license
Read-only licenses are assigned to individual login accounts. This license lets the login account to use M-Files at any time, independent of other users. Users with a read-only license can only read documents, not create or edit them. However, they can complete assignments and change the workflow state of an object .
External Connector license
External Connector licenses let third-party systems to anonymously read from or write to an M-Files vault through a service account. The license type is necessary, for example, when M-Files data is published programmatically in an intranet or extranet environment to an unrestricted number of users. Anonymous authentication for the new M-Files Web and M-Files Mobile is an example of such use.
You cannot select this license type in the user interface. To get an External Connector license, contact sales@m-files.com.
Account is disabled
This function provides an easy way to specify whether the user can log in to the server or not. This function is useful if you do not want to remove the login account altogether, but to disable it temporarily.
Server roles: system administrator
With this role, the user can make any changes on the server level. The user can change the server logins and create and delete vaults. In other words, a system administrator can do any operation on a vault.
See the table for a comparison between the permissions of a system administrator and a user with the Full control of vault administrative rights. For a description of the administrator permissions in the Advanced Vault Settings section of the M-Files Admin configurations editor, see this table.
For a system administrator to log in to a vault on the server with M-Files Admin, a user account in that vault is not necessary. However, you can set the system administrator to not have access to vaults and rights to create users in vaults where they do not have a user account. To do this, a specific license is necessary. To get the license, contact licensing@m-files.com. For more information about this feature, contact our customer support in M-Files Support Portal or your M-Files reseller.
