Work with user accounts

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Content: 

Create a new user

1. Click the Active Directory administrative unit then click AD Users

2. On the Actions menu, click New User

3. Enter the new user’s First and Last Name and verify the automatically generated values on the form.

4. Under Mailbox Type, select either No mailbox, Exchange On-premises or Exchange Remote

   Note 1: if on-premises Exchange is not configured the options will be No mailbox and Office 365 Mailbox.

5. Click Next

6. Under Account Settings choose to use the Auto-generated password or click Type Password to enter a new password. Then check the setting boxes to determine the initial state of the account.

7. Under Organization, enter the additional information if necessary.

   Note 2: in Hybrid mode, Country/Region will be used as the Usage Location value for the new Office 365 user that will also be created.

8. Click Create

 

Clone (Copy) an existing user 

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user or user template to be copied in the search field and click Search or press Enter

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Clone User

5. Enter the new user’s First and Last Name and verify the automatically generated values on the form.

6. Under Mailbox Type, select either No mailbox, Exchange On-premises or Exchange Remote.

   Note 1: if on-premises Exchange is not configured the options will be No mailbox and Office 365 Mailbox.

7. Click Next

8. Under Account Settings, choose to use Auto-generated password or click Type Password to enter a new password. Then check the setting boxes to determine the initial state of the account.

9.  Under Organization, enter the additional information if necessary.

   Note 2: in Hybrid mode, Country/Region will be used as the Usage Location value for the new Office 365 user that will also be created.

10. Set Virtual Attributes if they are configured. For more information, please see Configuring Virtual Attributes article.

11. Click Create

 

New Linked Mailbox

1. Click the Active Directory administrative unit then click AD Users

2. On the Actions menu, click New Linked Mailbox

3. Specify Linked Master Account

4. Enter First and Last Name and verify the automatically generated values on the form.

5. Under Mailbox Type, select either On-premise Linked or Remote Linked

   Note 1: If Remote Linked selected, specify Office 365 license. 

6. Click Next

7. Specify Organization details if needed

8. Click Create

 

New User with Linked Mailbox

1. Click the Active Directory administrative unit then click AD Users

2. On the Actions menu, click New User with Linked Mailbox

3. Enter the First and Last Name and verify the automatically generated values on the form.

4. Under Mailbox Type, select either On-premise Linked or Remote Linked

   Note 1: If Remote Linked selected, specify Office 365 license. 

5. Click Next

6. Specify Organization details if needed

7. Click Next

8. Specify OU where the master account will be created 

9. Enter the master account First and Last Name and verify the automatically generated values on the form.

10. Click Create

 

Reset a password

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search or press Enter

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Reset Password

5. Under Password, choose to use the Auto-generated password or click Type Password to enter a new password.

6. Under Email notification, choose not to send the password or click Send to, to enter a new email address of someone who will receive a copy of the user’s new password by e-mail.

7. Check User must change password at next logon to force the user to change the password

8. Check Unlock account if the account is in the locked out state

9. Enter a comment that will be recorded in the operational history log

10. Click Reset Password

11. After the confirmation is displayed, click Close

 

Reset a password (Quick Action)

Quick Actions are on-screen features that put the most used features at your finger tips. To enable quick actions in Cayosoft Administrator 4.1 or later click the lighting bolt icon on the toolbar to reveal the quick action pane.

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search or press Enter

3. Click the checkmark to the left of the user’s name

4. In the Reset password quick action, enter and confirm a password

   Note: optionally, click the exclamation mark to generate a complex password.

5. Check User must change password to force the user to change the password at next logon

6. Check Unlock account if the account is in the locked out state

7. Click Reset to complete the task

8. Click Activities at the top right of the web portal to see a confirmation message.

 

Add a user to a group (Quick Action)

Quick Actions are on-screen features that put the most used features at your finger tips. To enable quick actions in Cayosoft Administrator 4.1 or later click the lighting bolt icon on the toolbar to reveal the quick action pane.

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search or press Enter

3. Click the checkmark to the left of the user’s name

4. In the Add to group quick action, enter a group name and click the Search icon

   Tip: You can add the user to multiple groups by separating the group names with a semicolon ;

5. Verify the group name(s) was displayed below the search field

   If the group was not found, try specifying more of the group name and searching again.

6. Click Add to group to complete the quick action

7. Click Activities at the top right of the web portal to see a confirmation message.

 

Add to groups

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Add to groups

5. In the Add user to Group(s) dialog box in the search field  enter one or more object names or e-mail addresses separated by a ;

6. Click +Add

   1. If more then one object matched the search, click the checkmark to the left of the object’s name

   2. Click Select

7. Enter a comment that will be recorded in the operational history log

8. Click Add

 

Add a user to a group (Obsolete)

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Add to a group

5. In the Add to Group(s) dialog box, click +Add

6. Enter the name of the group in the search field and click Search Objects

7. Click the checkmark to the left of the group’s name then click OK

8. Enter a comment that will be recorded in the operational history log

9. Click Add

 

Suspend a user

Immediate Suspend

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Suspend User

5. Select Suspend immediately or Suspend on schedule:

6. Suspend a user (suspend immediately):

7. Enter a comment that will be recorded in the operational history log

8. Click Suspend 

Suspend on Schedule

1. Select the date and time the user will be suspended

2. Enter a comment that will be recorded in the operational history log

3. Click Suspend 

Cancel Scheduled Operation

If there is a scheduled suspend operation for the user, you can cancel this operation by clicking Cancel scheduled operation on the Suspend User form. 

 

Undo suspend a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Undo Suspend

5. Select the date the user will be un-suspended, or leave the default to un-suspend the user immediately

6. Enter a comment that will be recorded in the operational history log

7. Click Undo Suspend

Cancel Scheduled Operation

If there is a scheduled undo suspend operation for the user, you can cancel this operation by clicking Cancel scheduled operation on the Undo Suspend User form. 

 

Move a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Move

5. Click Browse

6. Enter the name target Organizational Unit (OU) in the search field and click Search Objects

7. Click the checkmark to the left of the OU’s name then click OK

8. Enter a comment that will be recorded in the operational history log

9. Click Move

 

Delete a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Delete

5. Enter a comment that will be recorded in the operational history log

6. Click Delete

 

View user properties

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Properties

 

Compare Membership

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Compare Membership

5. Click Change to select Template account  

6. If Add and Remove buttons are available for you, you can modify user membership:

   1. To copy groups from a template user account to target you should select the groups that only template user has and click Add

   2. To remove groups you should select the groups that a target user has but a template user don't have and click Remove 

 

Disable a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Properties

5. Click the Settings tab at the top

6. Check Account is disabled then click Update

 

Set smart card required for a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Properties

5. Click the Settings tab at the top

6. Check Smart card required then click Update

 

Unlock a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Properties

5. Click the Settings tab at the top

6. Check Unlock account then click Update

 

Set expiration date for a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Properties

5. Click the Settings tab at the top

6. Under the Account Expires section click End of

7. Click the Calendar icon and select an expiration date

8. Click Update

 

Set or update a job title or department for a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Properties

5. Click the Organization tab at the top

6. Type a Job Title or Department for the user

7. Click Update

 

Set or update a manager for a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Properties

5. Click the Organization tab at the top

6. Click Change to the right of the Manager field

7. Enter the manager’s name in the search field and click Search Objects

8. Click the checkmark to the left of the manager’s name then click OK

9. Click Update

 

Remove a user from a group

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Properties

5. Click the Member of tab at the top

6. Click the checkmark to the left of the group name(s) from which the user is to be removed then click Remove

7. Click Update

 

Rename a user

1. Click the Active Directory administrative unit then click AD Users

2. Enter the name of the user in the search field and click Search Objects

3. Click the checkmark to the left of the user’s name

4. On the Actions menu, click Rename

5. In the top half of the Rename dialog box, change the name as needed.

6. In the lower half of the Rename dialog box, check the options as needed

7. Click Update

 

MFA settings

1. Click the Active Directory administrative unit

2. Click AВ Users query

3. Enter the name of the user in the search field and click Search Objects

4. Click the checkmark to the left of the user’s name

5. On the Actions menu, click MFA Settings

6. Select Multi-Factor Authentication: disabled, enabled or enforced

7. Check Require user to provide contact methods again if needed

8. Click OK

 

Authentication Methods

1. Click the Active Directory administrative unit

2. Click AD Users query

3. Enter the name of the user in the search field and click Search Objects

4. Click the checkmark to the left of the user’s name

5. On the Actions menu, click Authentication Methods

6. Add authentication methods for the selected user:
   1. Email
   2. Mobile phone
   3. Office phone
   4. Alternate mobile
   5. Temporary Access Pass
7. Click Update

 

AD LDS 

1. Click the Active Directory administrative unit

2. Click AD Users query

3. Enter the name of the user in the search field and click Search Objects

4. Click the checkmark to the left of the user’s name

5. On the Actions menu, click AD LDS

6. Modify AD LDS properties

7. Click Update 

 

OneDrive Properties

1. Click the Active Directory administrative unit

2. Click AD Users query

3. Enter the name of the user in the search field and click Search Objects

4. Click the checkmark to the left of the user’s name

5. On the Actions menu, click OneDrive Properties

   1. Specify secondary site collection admins

   2. Specify settings: 

      1. If people outside the organization can access user OneDrive
      2. Storage quota in GB

6. Click Update

 

Teams Voice Settings

1. Click the Active Directory administrative unit

2. Click AD Users query

3. Enter the name of the user in the search field and click Search Objects

4. Click the checkmark to the left of the user’s name

5. On the Actions menu, click Teams Voice Settings

6. Update Teams policies if needed
7. To update the user a phone number select Update Number
8. Specify the type of number: Calling Plan, Direct Routing, or Operator Connect.
9. For Calling Plan specify Phone number and Emergency Location, and select them from the list
10. There are several options for Direct Routing: 
    1. Enter manually - specify the number manually: copy/paste it from an outside source
    2. From attribute - you can use it if the phone number is specified in the user attribute
    3. Next free in range - select this option to assign the number that will be selected from the rule configured by the administrator
    4. CSV Mapping - select this option to assign the number that will be selected from the rule configured by the administrator
    5. Clear current number - use this option to delete the number
11. Click Update

 

Calendar Properties

1. Click the Active Directory administrative unit

2. Click AD Users query

3. Enter the name of the mailbox in the search field and click Search Objects

4. Click the checkmark to the left of the selected object

5. On the Actions menu, click Calendar Properties

6. For the resource mailbox it is possible to update settings on these four tabs:
   1. Calendar permissions
   2. Resource delegates
   3. Booking requests
7. Booking options 
   Note: User, shared, and linked mailboxes have only the Calendar permissions tab.

 

Unix/Linux Properties

1. Click the Active Directory administrative unit

2. Click AD Users query

3. Enter the name of the mailbox in the search field and click Search Objects

4. Click the checkmark to the left of the selected object

5. On the Actions menu, click Unix/Linux Properties

6. Click Unix-enabled
7. Specify UID. Type it or click Generate. The available options depend on the web action configuration.
8. Also, you can specify Primary Group (GID), Home Directory, Login Shell, and Comment
9. Click Update

 

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Change History

Version	Notes
10.2	Calendar permission web action has been renamed and updated.
9.4.0	Authentication Methods web action has been added.
9.3.0	The operator Connect phone number type has been added to the Teams Voice Settings web action. A CSV mapping option has been added.
8.4.0	Teams Voice Settings weeb action has been introduced in the product.
7.3.0	OneDrive Properties web action has been introduced in the product.
6.4.0	Cancel suspend operation has been introduced in the product.
6.3.0	AD LDS management has been introduced in the product.