Convert user account types
In an Active Directory environment you may have a mix of user types. You may wish to convert a Regular user to an Active Directory user if you want to add them to AD security and distribution groups.
You can also switch an AD user to a Regular user. This may be beneficial as you will no longer require an additional Microsoft Client Access license for that user. This section goes over the steps required for these conversion scenarios.
Convert a Regular user to an Active Directory user
You may wish to migrate a Regular user to an Active Directory user; this user will then be managed by your Active Directory. The user can now use Windows Authentication to access the intranet. They are no longer bound by Forms authentication only.
- Create an Active Directory account for the desired user on your Domain. The account must have the first and last name fields filled out at a minimum.
- If you are using AD integration and the automatic user creation feature, then be sure to add the AD account to the AD security group that ThoughtFarmer syncs with. This is configured on the Employee Directory Connector page.
- Go to the ThoughtFarmer Admin Panel: Users & security section > User management page.
- Use the filter, sort, and query tools to find the desired user (see Find users for more info).
- Click the gear icon in the Action column to the right of the user, and click Edit account in the menu that opens.
- Select the radio button "Active Directory user".
- Select the appropriate Active Directory from the Active Directory configuration dropdown menu.
- Enter the AD username with the Domain in the provided text field. The format should be DOMAIN\username.
- Click Save.
Convert an Active Directory user to a Regular user
You can change any Active Directory user to a Regular user at any time. This does mean that the AD integration features for this user will no longer apply (e.g. AD field mappings, group sync). The benefit is that the user no longer requires a Microsoft Client Access license and can use the password recovery feature if necessary.
Before you begin
Ensure that you have set up, or are able to set up a Forms authentication route. Regular users are required to use this authentication mechanism. Please see How to set up login providers for more information.- Go to the ThoughtFarmer Admin Panel: Users & security section > User management page.
- Use the filter, sort, and query tools to find the desired user (see Find users for more info).
- Click the gear icon in the Action column to the right of the user, and click Edit account in the menu that opens.
- Change the Account type radio button to Regular user.
- Enter a username in the provided text field.
- In the Password section, reset the user's password by specifying a temporary password in the Reset password field.
- Click Save.
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