People Goal 7 - Part 5: Add user accounts

Document created by Kedar on Feb 3, 2015Last modified by mark_baum on May 12, 2015
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At this point, you’re ready to enter your user accounts so that when your solution is hosted, everyone can log in. You'll create a separate account for each user, using their first and last name for their username.


FileMaker Pro gives you two options for where your account is authenticated:

 

  • FileMaker — the account exists locally in your database file.

  • External Server — you reference an Active Directory or Open Directory group managed on another server, and accounts associated with that group are allowed in your solution.  This is a powerful feature that is only available if your file is hosted on FileMaker Server.


For the purposes of this training, we’ll recommend the local FileMaker account option so that you don’t need FileMaker Server to proceed. Feel free to come back later and leverage the External Server option if you have Open Directory groups set up at your organization.


When creating each new account, you’ll enter a temporary password to allow your users to log in easily. It’s common practice to use a consistent dummy password like “changeme”, but this presents a significant security risk. We recommend that you invent a strong temporary password that’s unique for each user.


Either way, you should select the User must change password on next login option, which requires the user to change their password the first time they log in. This ensures that they are the only person who knows their password, and makes each user responsible for securing their own account.

 

 

Goal:

Use the Basic Setup window to add local accounts for each of your users.

 

 

Steps:


Creating the accounts

  1. Click the Use Basic Setup... button.

  2. Click the + button near the bottom of the left pane.
    basic setup new account.png
  3. Leave Authenticate via: set to “Local FileMaker file”.

  4. Enter the account name for the person you wish to add.

    If you use people's full names as their account name, then you can leverage the Get(AccountName) function to find out the name of each user logged into your solution. This was used in your email script in Goal 5, Part 8. For the screenshots in this section, we entered the example solution Sales Team Manager’s name, “June Moon”.

  5. Enter a temporary password.

    Be sure to track these passwords so that you can share them with the users later.

  6. Select the Require password change on next login option.

  7. Choose the privilege set appropriate for the user.

    In the example solution, we chose “Sales Team Manager”.

    At this point, the dialog window should look something like this:
    account june moon.png


  8. Click the OK button to dismiss the dialog window.

    Here’s how the complete list of accounts looks in the example solution:

    example list of accounts.png


  1. Click OK to dismiss the Manage Security… dialog box.


    As before, a Confirm Full Access Login dialog box appears.



  2. Enter your username and password.

    This makes sure that you are authorized to make the security changes.

  3. Click OK to dismiss the Confirm Full Access Login dialog box.



     

     

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