Solar Archive Knowledge Base
  • 👋Welcome
    • Solar Archive's Structure
    • Contacting Support
    • Selling Email Archiving
    • White-label / Private Label
  • ⚡Quick Start
    • 1️⃣Creating a Tenant
    • 2️⃣Setting up Live Email Feed
    • 3️⃣Importing Old Email
    • 4️⃣Creating User Accounts
    • 5️⃣Checking Live Mail Receipts
    • ✅Finished Setup
    • 🆕Automated Onboarding
      • 1️⃣Admin Setup
      • 2️⃣Tenant Setup
      • 🔄Data Import
      • ☑️User Setup
  • 🧑‍🦲Managing Users
    • User Types
    • Creating Local User Accounts
    • Creating Basic User Accounts
    • Creating Data Guardian User Accounts
    • Creating Privileged User Accounts
    • Searching the User Directory
    • Adding a Delegation Link
    • Adding as Delegate
  • 🧙‍♂️Managing Tenants
    • Setting up a T1 Tenant
    • Setting up a T2 Tenant
    • Setting up a T3 Tenant
  • ⚙️Basic Configuration
    • Accessing Admin Options
    • Updating Company Information
    • Configuring Outbound Email Settings and Email Alerts
    • Configuring Global Account Settings
    • Managing Mail Server Connections
    • Configuring LDAP Settings
    • Managing Email Domains
    • Managing Email Addresses
    • Configuring Email Collector
    • Configuring SMTP Service Settings
    • Downloading / Emailing System Logs
    • Managing Exclusion Rules
  • ⚒️Advanced Configuration
    • Enabling Premium SSO
    • Configuring OAuth Connection Settings
    • Configuring Google Workspace OAuth and Service Account
    • Configuring Okta
      • Configuring Okta with SAML
      • Configuring Okta with SSO
    • Configuring Advance Company Settings
    • Setting Retention Period
    • Setting Search Date Limit
    • Setting Report Consolidation Period
    • Setting Case Folder Configuration Limits
    • Configuring Global Settings
    • Configuring SMTP Settings
    • Configuring Web Security Settings
    • Configuring System Alert Settings
    • Managing LDAP Search Filters
    • Viewing Company Summary
    • Managing Date Formats
    • Managing Headers
    • Configuring Error Email Respool Settings
    • Configuring De-Duplicated Email Respool Settings
    • Configuring Excluded Email Respool Settings
    • Configuring Windows File Share Settings
    • Tenant Deletion Procedure
    • Adding Custom Scripts to your Archive
    • Setting up Stubbing
    • OAuth Setup with Solar Archive
  • 🗃️Using the Archive
    • 🔎Search
      • Searching your Archive
      • Saving your Search
      • Sharing your Search
      • Filtering Search Results
      • Search (Classic Interface)
    • 📦Spaces
      • Creating a Space
      • Adding to a Space
      • Sharing a Space
    • 📄Results
      • Downloading a Single Result
      • Downloading Multiple Results
      • Printing Results
      • Result Headers
      • Forward Results
      • Restore Results
      • Saving to Space
      • My Archive
    • ⏳History
      • Saved Searches
      • Recent Search History
  • 🔐Legal Hold
    • Creating a Legal Hold Request
    • Managing Legal Hold Requests
  • 🗑️Authorised Delete
    • Requesting a Deletion
    • Managing Deletion Requests
  • 🏛️Archive Management
    • 🧲Importing Data
      • 📥Mailbox Reader
        • Creating a New Mailbox Reader Import
        • Monitoring Mailbox Reader Imports
      • 🗂️Configuring Folder Replication
        • Getting Started
        • Configuring a new Connection for Folder Replication
        • Monitoring Folder Replication
        • Completion of Folder Replication Process
        • Using Folder Replication
    • 🎨Branding
    • 💰Billing
      • Monitoring Usage
      • Submitting Reports
  • 🔌Outlook Add-in
    • Local Add-in Install
    • Centralised Add-in Install
    • Introduction to the Outlook Add-in
    • Searching via the Outlook Add-in
    • Pinning the Outlook Add-in
    • Continuing your Add-in Search on the Archive Interface
  • 🛰️Release Notes
    • 26-01-2024 (v9.4.4-b69-00)
    • 11-10-2023 (v9.4.4-b52-00)
    • 10-05-2023 (v9.4.4-b52)
    • 06-03-2023 (v9.4.4-b50)
    • 20-01-2023 (v9.4.4-b46)
    • 06-05-2022 (v9.4.4-b29)
    • 28-01-2022 (v9.4.4-b21)
    • 09-12-2021 (v9.4.4-b15)
    • 15-10-2021 (v9.4.4-b14)
    • 05-10-2021 (v9.4.4-b12-00)
    • 30-07-2021 (v9.4.3-b8)
    • 18-05-2021 (v9.4.3-b7)
    • 19-02-2021 (v9.4.3-b1)
    • 04-02-2021 (v9.4.2-b20)
    • 15-01-2021 (v9.4.2-b17)
  • OAuth setup with Office 365
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  • Selecting Data Guardian Users
  • Selecting Privileged Users

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  1. Quick Start
  2. Automated Onboarding

User Setup

Setting up Data Guardian & Privileged Users.

PreviousData ImportNextManaging Users

Last updated 2 years ago

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Once you have progressed through the onboarding, you will be asked to setup your archive's data guardian and privileged users. If you don't know what these are, we have a handy description below:

Privileged & Delete User

Privileged & Delete users are privileged users who also have permissions to delete the emails. A Privilege & Delete user type has the ability to authorise a deletion request. This account type will only become available if you have a license to use it. In all other respects, this account type is the same as a standard Privilege account.

Required - Data Guardian

A Data Guardian is, in Solar Archive, an email address to which transcripts of administrator access and privileged user searches will be sent. At least one data guardian must be added, before adding any local user accounts.

Note: For versions 9.0.2 and above, different guardians for each of administrative or privilege usage audit transcripts can be specified.

Selecting Data Guardian Users

You will be presented with a list of users to select as data guardians. If the desired user is not in the list, simply click the "Add User" button in the bottom left corner of the screen.

  • Select the user you want to appoint as the data guardian.

  • Click "Add User" if the user is not on the list.

Data Guardians can also be outside your organisation such as a law firm or a legal entity.

One Data Guardian must always be assigned to your archive.

Selecting Privileged Users

You will be presented with a list of users to select as privileged users. If the desired user is not in the list, simply click the "Add User" button in the bottom left corner of the screen.

  • Select the user you want to appoint as privileged users.

  • Click Add User if the user isn't present in the list.

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Data Guardian Setup