Creating a Site Administrator

A Site Administrator is a user that has permission to perform administrative tasks for the HotDocs Advance tenancy to which it is allocated. For example, creating new users and work groups.

Prerequisites

• Create a tenancy – Advance must have at least one tenancy before you can create a Site Administrator.

To create a Site Administrator

1. Open a web browser.
2. Navigate to the Advance root application; this application has a URL like https://yourorganization.com/HdaRoot
3. Type your username and password into the login fields; if you are logging in for the first time, you should use the initial username and password set in the Advance installer configuration settings file.
4. Click Manage Tenancies.
5. Click the Details link next to the tenancy for which you want to create a new Site Administrator.
6. Click the Provision a new Site Administrator by creating a new user link.
7. Enter the following details:
• If you are adding an administrator to a username/password tenancy:
1. FirstName – the first name of the user
2. LastName – the last name of the user
3. EmailAddress – the e-mail address for the user; the user uses their e-mail address to log into the tenancy
4. Password – a password for the new administrator
5. ConfirmPassword – re-type the password entered above

• If you are adding an administrator to an Active Directory tenancy:
1. AdUserName – the name of the Active Directory user

8. Click Create; once the user is created, their details appear on-screen.

See Also

• Creating a New Site Administrator Using a Site Administrator From a Different Tenancy
• Administrative Roles Overview