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Synch New Users with Active Directory (if applicable)
31.7. Synch New Users with Active Directory (if applicable)
Note: This information is for firms that have Active Directory enabled. If your firm does not have Active Directory security enabled, you can skip this section (What is
Active Directory Integration?)
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If you have enabled Worldox Advanced Security (aka Active Directory Integration):
- Ensure the new user is synced:
- Synched users will be indicated by the following icon: Â
- Un-synched users is indicated by the following icon: Â
If the user is not synced: enter their Windows user name in the Network tab
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From the Edit > Users window, select Options > Reindex
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Upon closing the Edit > Users window, a prompt will open to sync the Active Directory:
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Select all cabinets with Active Directory security (they will be selected by default), then click the Select button
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Confirm the Selection in the "Clarify Selection" window and select "Continue"
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In the Network > Synch AD > Method window, select "Thorough"
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Select "OK"
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