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SD_R_Integrations_Portal_Users_Properties_001

User name

The login name for the user.

 

E-mail address

The e-mail address of the user. This is the address where the user will receive password reset requests.

 

Account is disabled

If this box is checked, the account will be created but not immediately activated.

 

User must change password at next login

If this box is checked, the user will need to change their password the next time they log in.

 

SD_R_Integrations_Portal_Users_Properties_002

Category/Case Definition

The category or case definition of the search.

 

Search ID

The unique ID number of the search.

 

Search Display Name

The name of the search. This is the name the user will see when logging in to the Thereforeā„¢ Portal.

 

Conditions

The condition used to restrict which documents the user may view in the category or case definition. For example, this can be set to a specific customer ID to let the user view only their own documents.

 

note

It is very important to set these conditions correctly in order to restrict the types of documents each user is allowed to view. If these conditions are not set properly, a user may be able to view other users' documents or unauthorized confidential information.

SD_R_Integrations_Portal_Users_Properties_003

Category/Case Definition

The category or case definition you want to make available. Assigned users will be able to upload documents to this category or case definition.

 

Value

A default value for a specific field displayed to the user.