> For the complete documentation index, see [llms.txt](https://help.solar-archive.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.solar-archive.com/docs/quick-start/creating-user-accounts.md).

# Creating User Accounts

Solar Archive has multiple level of user accounts, in this guide we'll setup two different level's of users - Privileged and Data Guardian user types. We'll briefly go into these user types below, if you'd like to dig into more detail please see the [Managing Users](/docs/managing-users.md) section.

### 🕵 What is a Privileged User?

**Privileged Users** are also called e-Discovery Users, are users who are able to search across the archives and do their e-discovery investigations. This user can search across all emails in that **Solar Archive** system (or that **Solar Archive** company, when in multi-tenant mode) unless one or more searchable domains are added. Any searches made by Privileged users will raise an audit transcript that is sent to the Data Guardian(s).

### 👮 What is a Data Guardian User?

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.

{% hint style="info" %}
**Note:** For versions 9.0.2 and above, different guardians for each of administrative or privilege usage audit transcripts can be specified.
{% endhint %}

### Setting up a Privileged User

Let's proceed to setup a privileged user for our archive.

1. Navigate to **Basic Configuration** > **Local User Accounts**.
2. Click the **Create New Account** button.
3. Enter / Select the required values in the fields. Refer to the table below for field names and descriptions.
4. Review all the values that you have entered / selected and click **Save Changes**.

<mark style="color:green;">The user account will be created and the password for the account will be displayed on the screen.</mark>

### Setting up a Data Guardian User

Now that we've setup a privileged user that can search the entire archive, let's setup a Data Guardian to police those actions.

1. Navigate to **Basic Configuration** > **Data Guardians**.
2. Look for the **Data Guardians** Section
3. Enter / Select the required values in the fields. Refer to the below field descriptions.
4. Click **Add**
5. Review all the values and click **Save**.

<mark style="color:green;">The data guardian will be created and they will now have access to data guardian features.</mark>

{% tabs %}
{% tab title="Privileged Fields" %}

<table><thead><tr><th width="243.5">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Username</strong></td><td>Refers to the unique username of the account. It is recommended that the name is different to a user’s network login id name and you append _admin / _priv / _basic to the username to ensure that it is different to a user’s standard login name, and it also indicates the type of user.</td></tr><tr><td><strong>First Name</strong></td><td>Refers to the first name of the user.</td></tr><tr><td><strong>Last Name</strong></td><td>Refers to the last name of the user.</td></tr><tr><td><strong>Admin Level</strong></td><td>Refers to the type of user being created.</td></tr><tr><td><strong>Account Status</strong></td><td>Specifies whether the account is active or not.</td></tr><tr><td><strong>Last log-in date</strong></td><td>Refers to the date on which the user last logged into the account.</td></tr><tr><td><strong>Account creation date</strong></td><td>Refers to the date on which the account was created.</td></tr><tr><td><strong>Primary Email Address</strong></td><td>Refers to the email address to which all emails, to the user, from <strong>Solar Archive</strong> will be sent.  This will include reset Password and Forward-to-inbox emails. Once a new account is saved, a random password is assigned and emailed to the new user’s primary email address. If <strong>Solar Archive</strong> is unable to send this email, then the password will be displayed on this screen.</td></tr><tr><td><strong>Authentication type</strong></td><td>Refers to any of the 3 authentication types which the user will be required to fulfill to log into the account</td></tr><tr><td><strong>Searchable Domains</strong></td><td><p>Refers to the domains, to send and receive emails, to which you want to restrict the Privileged user(s).</p><p><mark style="color:yellow;">Leave this field blank for un-restricted searches.</mark></p></td></tr><tr><td><strong>Exclude Addresses</strong></td><td>Refers to the email addresses which you want to prevent from being included in search results. Leave this field blank for un-restricted searches.</td></tr><tr><td><strong>Requires another Priv User/Data Guardian to authorise searches</strong></td><td>Specifies whether the user account needs authorization for searches, from another privileged user or data guardian</td></tr><tr><td><strong>Other Auditors</strong></td><td>Refers to the email addresses, in addition to the data guardians, on which you want to receive summary search transcripts.</td></tr></tbody></table>
{% endtab %}

{% tab title="Data Guardian Fields" %}

| Field                                  | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| -------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Transcript reference retain period** | Number of days the details of each email viewed by a Privilege User, and summarised under a transcript reference, will be held in **Solar Archive**. The default is 0 (the transcript reference details will never be deleted). If a value other than 0 is used, then the Data Guardian will not be able to review a Privilege User search that was performed more than that number of days ago.                                                                                                                     |
| **Data Guardians**                     | <p>Email address(es) that will be the data guardians. who will oversee the activities of Administrators and Privilege users. <mark style="color:yellow;">Recommended data guardians are:</mark></p><ul><li><mark style="color:yellow;">HR Manager</mark></li><li><mark style="color:yellow;">Compliance Manager/Officer</mark></li><li><mark style="color:yellow;">IT Manager</mark></li><li><mark style="color:yellow;">CEO / senior staff</mark></li><li><mark style="color:yellow;">Union Leader</mark></li></ul> |
| **Priv Transcripts**                   | Specifies whether or not the data guardian will receive privileged user transcripts.                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| **Admin Transcripts**                  | Specifies whether or not the data guardian will receive administrator transcripts.                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| **Enable user identity switching**     | Specifies whether or not a data guardian is allowed to switch identity.                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| **Require Password Re-entry**          | Specifies whether or not re-entering a password is required to switch identity. If a password re-entry is needed, then the password of the original login (usually your LDAP Network password) may be entered OR the password of the account you are switching to.                                                                                                                                                                                                                                                   |
| **Auto Logout**                        | Time, in minutes, after which the user ser will be logged out of their session. This can be set individually for each user type.                                                                                                                                                                                                                                                                                                                                                                                     |
| {% endtab %}                           |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| {% endtabs %}                          |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |

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