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Managing accounts (detailed)

Use this dialog box to manage the number and type of accounts, including creating and editing accounts, deleting or duplicating accounts, or reordering the accounts list.

To create or edit an account:

1.	Choose File menu > Manage > Security.

2.	If the basic security settings are displayed, click Use Detailed Setup.

The Accounts tab lists the accounts defined for this file.

3.	To create a new account, click New. To edit an existing account, select the account, then click Edit.

4.	In the Edit Account dialog box, enter or change any of the following options.

 

To	Do this
Select how the account is managed	Choose from Account is authenticated via. For information about accounts managed by an external server, see Creating accounts that authenticate via an external server.
Set the account name	Enter or change the name for Account Name.
Set the password	Click Change, then enter and confirm a new password for Password. Click Set Password. See Tips for creating account names and passwords.
Force the user to choose a new password the next time he or she logs in	Select Require password change on next login. Note  In most cases, an account that is shared by multiple users should not force a password change upon first login. Instead, specify a password and provide it to the users who need it. Also, the privilege set for a shared account should not permit password changes. See Managing privilege sets.
Make an account active or inactive	For Account Status, choose active or inactive. Users can’t open a file using an inactive account name and password.
Select the privilege set for the account	For Privilege Set, choose the privilege set to use with this account. You can also choose New Privilege Set and create a new one, or select a privilege set and click Edit. See Creating and editing privilege sets.
Edit the account description	For Description, enter an account description.

5.

Click OK.

If you’re finished working with accounts and privileges, click OK.

To duplicate or delete accounts:

1.	In the Manage Security dialog box if the basic security settings are displayed, click Use Detailed Setup.

The Accounts tab lists the accounts for this file.

2.	Select one or more accounts to duplicate or delete, then click Duplicate or click Delete.

3.

Click OK.

If you’ve finished working with accounts and privileges, click OK.

To reorder the accounts list:

1.	In the Manage Security dialog box, click the Accounts tab.

2.	Do any of the following:

 

To	Do this
Display accounts alphabetically	Choose View by > account name or click the Account column heading. You can also switch the alphabetical list between ascending and descending order by clicking the Account column heading. Note  Clicking a column heading doesn’t change the authentication order. You must drag each account by its .
Display accounts in the order they were created	Choose View by > creation order.
Display accounts in the order that FileMaker Server searches through the accounts list for a valid account	Choose View by > authentication order.
Change the order you want FileMaker Server to authenticate accounts	Choose View by > authentication order. Then drag each account by its to the new order, then click OK.

3.	If you’re finished working with accounts and privileges, click OK.

Note  To quickly activate or deactivate an account, click its checkbox in the first column of the Accounts tab. See Creating and editing accounts.

Related topics 

Password-protecting a file

Viewing and reordering accounts

Creating and editing privilege sets