BlueCielo Meridian Enterprise 2012 Administrator's Guide | BlueCielo ECM Solutions
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Creating and editing user accounts

To create a Meridian user account:

  1. In Meridian Enterprise Administrator, expand Meridian Users and Groups in the left pane and select Users.
  2. On the Action menu, point to New and choose User. The Create New User dialog box appears.
  3. Type a name for the new user’s To-Do list. If this account is for an existing Meridian user, type their name as it appears in Meridian, which is their Windows user name. If this account is for a new Meridian user, this name can be different than the user’s Windows user name. For example, if your organization uses employee numbers for Windows user names, you can type their personal name, which is more recognizable. Click OK. The new account’s Properties dialog box appears.
  4. Click options or type values using the descriptions in the following table.
User account options
Page Options

General

Type all known information. This information is for reference purposes only.

Recipient Data

Configuring these options is described in the BlueCielo Meridian Transmittal Management Module Configuration Guide.

Member Of

Add the user to the necessary groups as described in Creating and editing user groups.

Accounts

Add the Windows user accounts that are to be associated with this Meridian Enterprise user account:

  1. Click the Add button. The New Account dialog box appears.
  2. Type the user’s Windows user name, regardless of the name you typed for the user’s To-Do list and click OK. The name is added to the list of Windows accounts associated with the Meridian user.
  3. Type additional Windows accounts if this account is for a virtual user and will be used by multiple persons or the user has multiple Windows logon accounts.
  4. Click the Up and Down buttons to move the primary account name to the top of the list.

Email

Add the email accounts that are to be associated with this Meridian Enterprise user account:

  1. Click the Add button. The New Email Address dialog box appears.
  2. Type the user’s email address for receiving workflow notifications and click OK. The address is added to the list of email addresses associated with the Meridian user.
  3. Type additional email addresses if this account is for a virtual user and will be used by multiple persons or the user has multiple email addresses.
  4. Click the Up and Down buttons to move the email address associated with the primary account name to the top of the list.

To-Do List

This name was typed in step 3.

Manager Of

Select the names of users for whom this user will be their direct manager:

  1. Click the Add button. The Select Users dialog box appears.
  2. Select one or more user names and click OK. The names are added to the list.

Note    If the user has already been assigned to another manager, they will be reassigned to the current user without a warning.

  1. Click OK to save the list.
  1. Click OK to save the account properties.
  2. Repeat this task for at least every Meridian user that will participate in workflows. Creating a Meridian user account for every Meridian user is recommended but not required.
  3. To group Meridian user accounts together, see Creating and editing user groups.

To apply user accounts in workflow definitions, refer to the BlueCielo Meridian Enterprise Configuration Guide.

Note    Meridian user names can be shown in different formats as specified by the server registry setting UserNameFormat described in HKEY_LOCAL_MACHINE\Software\Cyco\AutoManager Meridian\CurrentVersion\Server.

Related concepts

About Meridian user administration

Understanding Meridian role based security

Related tasks

Creating user groups

Creating a rescue account for security administration

Securing the back door account

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