Importing User Groups from Active Directory

You can import user groups from Active Directory into your HotDocs Advance tenancy in the Administration pane of HotDocs Advance.

User Groups in Active Directory and HotDocs Advance

When using Active Directory (AD) with HotDocs Advance, it is important to understand the distinction between user groups within Active Directory and HotDocs Advance user groups. All users added to Advance via Active Directory must be imported as members of an Active Directory user group. AD user groups can only be imported; they cannot be created within Advance. Importing an AD user group also imports the Active Directory user accounts it contains into Advance. AD user accounts are only accessible in Advance when you have imported an AD user group. AD user groups function in the same way as Advance user groups. You can allocate AD user groups to work groups, quick groups, and so on. Advance supports Active Directory users being members of both Active Directory user groups and also Advance user groups. You can also create ordinary Advance user groups and add AD user accounts to them. This enables you to create your own specific user groups for Advance if the exact user group you need does not already have an equivalent in Active Directory.

When a user's membership of a user group in Active Directory changes, the same change is reflected in the imported AD user group within Advance, though these changes may take a few minutes to appear in Advance.

Prerequisites

To import user accounts from Active Directory

  1. In the Administration pane, click Manage User GroupsManage user groups
  2. Click the Import Active Directory group button.
  3. In the search field, type the name of the group you want to import.
  4. Click the Search button; a list of Active Directory groups appears.
  5. Select the checkbox next to group you want to import.
  6. Click the Import button.

The Active Directory group now appears in the user groups list. Users groups imported from Active Directory are marked with an AD icon. If you navigate to the Manage Users section, you can see that the users from the imported group appear in the Users list.