User Details


The User Details tab is the first tab of the User ID Card where administrators can change specific user account information. Only fields relevant to the Authentication Type selected will be available to be updated.

When users are part of the VaultAccess group, special rules are applied to each user that prevent those use accounts from being modified. Refer to the topic VaultAccess Group for more information on the rules that are applied.

Group administration is available in the User Administration screens. Refer to help topic How to Add Users to a Group for more information on how to use this feature.

The task list represents the list of tasks assigned to a specific user. This helps to reassign tasks when a user is on vacation or no longer in the office to continue their business tasks.

Details Tab Buttons

  • Save: Save any changes to the details tab.

  • Change Password: Prompts user with the Change Password Fields to change password.

  • Send Password Reset Email: Sends out an email with an automatically generated password.

  • Unlock Account: Unlock the user account. Will be enabled when the user is locked.

Details Tab Change Password Dialog

  • Password Question: Question to ask when passwords are forgotten. (Not used at this time)

  • Password Answer: Answer that is required to work with the password. (Not used at this time)

  • New Password: First field to set a new password. Used for database authentication.

  • Confirm Password: Second field to set a new password. Password must match the first field.

Details Tab Fields

The following fields are included on the Details Tab of the User ID Card screen:

  • User Enabled: Enables user account in VisualVault. If disabled, the user is not counted towards number of user licenses used in VisualVault.

  • User ID: Used to set what the user name is for logging into VisualVault.

  • First Name, MI, Last Name: Area for entering first name, middle initial, and last name of user.

  • Email Address: Field for setting email address. This field is important because it is used for workflow notification and forgotten password mechanisms.

  • Employee ID: Field used for keeping track of the employee ID. VaultAdmin, VaultAccess, and Supervisors can see this identification. The label can be changed to track other information.

  • Employee Status: Field used for keeping track of user employment status. Configuration is set in the configuration settings .

  • Authentication Type: Configures the type of authentication used to access VisualVault.

    • VisualVault Database: User information is stored in the VisualVault database and checked against during log in. Ideal for hosted, customer, and vendor log in credentials.

    • LDAP: User information was imported from an LDAP source. Authentication occurs against the LDAP source.

  • User ID Never Expires: Set the time frame when the user account expires if unchecked.

  • UserID Expires On: Date when user account will expire.

  • LDAP Path: Documents the LDAP path for Active Directory and Novell eDirectory users.

  • LDAP User ID: Documents the distinguished name or user id for the user used to log in.

  • Windows Domain: Windows domain used for telling VisualVault where to check authentication credentials.

  • REST API Signing Key:  This option allows the user to be used in secure REST API authentication mechanisms.  It is usually used as a single secure document that has permission to do actions within VisualVault.  Ever time it is renewed, the code used to call the REST API should be modified to have the new code.

  • Password Never Expires: Set the time frame when the password will expire.

  • Must change password after next login: When checked the user is forced to change their password.

  • Password Expires On: Date when the password will expire.

Administrators or supervisors may make modifications to user information. In the case where the user is using an authentication type other than VisualVault database, we recommend that the administrator or supervisor seek assistance from their IT support staff to modify LDAP Path and Distinguished Name information. If either of these fields change and they are not correct, the user will have issues acquiring access to VisualVault.