The User list provides a basic overview of users in the OptimiDoc user database. Through the User list you can view, search, add, edit or delete users.




User list search


  • By name - enter the name into the text field in the First Name or Last Name column
  • By login or card number - enter the desired login or card number into the text field in the Login column
  • By department - select a department from the list in the Department column
  • Email - enter user's email
  • Type - select either Active, Deleted or All




Add a user

To add a user to OptimiDoc, click on the  button and fill in the following:


  • First name - User's first name
  • Last name - User's last name
  • Department - User's department. Each user can has assigned only one department
  • Login - login is a unique user identifier in OptimiDoc, and each user can have more than one login (different login in 3rd party applications)
  • Password - User's password to the web interface and the embedded user interface in case of Login and Password authentication method
  • Email - User's email which will be used for sending documents and notifications.
  • PIN - PIN is used as a user's identifier in the case of PIN authentication method
  • Home folder - User's home folder which will be used for document storage
  • Card number - number of user's card used for authentication
  • Expiration - user account expiration date
  • Default billing code - user's default project
  • Groups - groups to which the user belongs to


Other fields are described also in user import section.





Users - Edit user

The registered user's details can be viewed and edited.


To view user details such as:
- access rights
-allowed/denied operations
-assigned groups, scan flows, print connectors and billing codes,
click on the button.


To show user's card number and department click the  small button next to user's name.


To edit existing user, click on the  button.


Users - Delete user/Reset Password and more

To bring up a menu that allows you to view user log, reset password, resend PIN and to delete a user, click on the  button to show a context menu. In the menu you can select a desired operation: