Inviting Users through LDAP Configuration

Inviting Users through LDAP Configuration

LDAP (Lightweight Directory Access Protocol) is commonly used for centralized user authentication and authorization. It helps manage user accounts, passwords, and permissions in a centralized directory. With LDAP, users can log in once and gain access to multiple systems or applications without needing to re-enter their credentials repeatedly.

In Perfect Doc Studio, users can be added directly after integrating the LDAP directory with the system. Unlike the standard invite process, LDAP-configured users do not receive invitation links. Instead, they are automatically added to the system, ensuring centralized user management and control.

Configuring LDAP in Perfect Doc Studio
Before inviting users from the LDAP directory, your organization must first configure LDAP with the system. Here’s how you can set it up:

Steps to Configure LDAP:
1. Navigate to the Admin Configuration menu and go to the Manage Users section. 



2. Click on the "CONFIG LDAP" button.



3. A modal will appear with the necessary fields for configuring LDAP.



URL and Port: The URL is the IP address where the LDAP directory is located, and the port is a virtual address on a network device that identifies a specific application or service running on that device.

There are two common ports for LDAP:

  • 389 for unencrypted communication
  • 636 for encrypted communication

Base DN (Distinguished Name): The Base DN is the starting point where the LDAP client begins its search.

Username Identifier: This is a specific attribute used to find the user in the system, such as a uid (user ID).

  • Example: Kevin Andrews’ uid could be kandrews. This attribute must be set in the system, such as a principal name or email ID.

User Display Name Attribute and Object Class:

  • The User Display Name Attribute (UserDisplayNameAttbr) is used to store the full name of a user as it should appear in applications.
  • A user object class defines what information can be stored about a user, like their name, email, and login details.

Admin’s Email ID and Password


4. Fill in the required details and click "UPDATE" to complete the LDAP configuration.

Inviting Users via LDAP:
Once LDAP is configured, you can invite users from the LDAP directory directly into Perfect Doc Studio.

Steps to Invite LDAP Users:
1. Click on the "Invite User" button in the Manage Users section. 



2. You will see an additional option labeled "LDAP USER"—click on it.



3. From the LDAP User Name dropdown, select the desired user and click "NEXT".



4. Assign the appropriate User Roles from the dropdown list.



5. Select the available teams, Click on a team, and it will move to the "Accessible Teams" section.



6. Assign the user’s privilege as Read-Only, Write-Only, or both, based on their role. 

Read-Only: If a user has Read-Only access to a team, they can only view the design templates available in the team, but cannot edit or modify them.
Write-Only: If a user has Write-Only access to a team, they can view and edit all templates associated with that team but will not have permission to publish documents in the system.

7. Finally, click "Invite User" to add the user to the system.



Once invited, the LDAP user will be added to Perfect Doc Studio with the specified roles and permissions, ready to access the system.


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