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Create users automatically

By default, Equitrac is set to automatically create a new account for any user that does not exist in the CAS database. When a user logs in for the first time, CAS checks the database for a corresponding user account. If CAS does not find an account, it checks the Account creation configuration options to determine what to do with the unknown user.

When CAS automatically creates a new user, it retrieves the user’s ID, full name, email address, department and other matching attributes from Active Directory using the Active Directory attribute values. The attributes must be configurable in Web System Manager.

To configure automatic account creation, do the following:

  1. In System Configuration, select Global Configuration Settings > Accounting and Quotas > Account creation.
  2. Select Automatically create accounts to allow Equitrac to auto-create the account, and optionally assign the account to particular departments.
  3. Complete the following:
    Field Description
    Use department initial balance When enabled, the initial balance of the user's department is assigned as the user's initial balance. Users not assigned to a department use the value specified in the Balance field. This value appears in the Balance field in the User properties dialog box.
    Balance Enter an initial balance for newly created user accounts not assigned to a department. Print jobs for this user are charged against this balance, which decreases after every job. This value appears in the Balance field in the User properties dialog box.
    Initial minimum balance If the balance drops below the minimum balance, the users are not able to release their print jobs and receive error notifications instead. Newly created accounts use the initial minimum balance specified here for a user’s department. To enforce the minimum balance, see Account charging and limits.
    Initial color quota Enter a limit on the number of color pages the user can print when their account is first created. This number can be reset manually or via a scheduled task. See Setting Color Quotas.
    Domain name for email Automatically generates an email address for system-created user accounts. The system affixes the system-created user ID to the specified domain name. For example, if the user’s ID is JohnD and the specified domain name is domain.com, the address is recorded as johnd@domain.com.
    Windows Group to Department Mapping Optional configuration that assigns a user account to a specific department based on group membership. Click Add... to create a list of one-to-one relationships between Windows domain groups and departments. Equitrac adds the new user to a department when it first creates the new user account. Equitrac evaluates the list of groups by the order in which the groups appear, so the order you assign to the set of relationships is important. If a user belongs to more than one group in the list, the system assigns that user to the department associated with the first matching group in the list.