If you are using external authentication and have users set up in Microsoft Active Directory, we strongly encourage you to add these users first to a Concordance database. When using FYI Server, users must have security enabled and logons required (at a minimum) in the Concordance databases they are accessing through the FYI Server. When you add users in this manner, you can simply synchronize the database in the FYI Admin Console on the Management tab and update the user list with new reviewers. Then you only need to verify the new users to ensure they are properly associated to clients and matters, and then enable their accounts.
We recognize that smaller organizations, which are running the FYI Server on a LAN and only using Concordance security, may use the application differently and set up users in the FYI Admin Console before adding users to Concordance databases. We strongly encourage you to consider otherwise, implementing a process that involves set up in Active Directory and/or a Concordance database first to ensure consistency in implementation and also to reduce confusion or errors.
Users who are added to the FYI Admin Console as a user first, but were not previously imported along with a registered Concordance database, must also be entered in the Concordance database and given proper rights and permissions to access it (with security enabled and logons required). Otherwise, users will automatically be granted read only field rights and limited menu access.
