The user list in the FYI Admin Console is automatically updated when a registered database in FYI Server is synchronized with a Concordance database. When this process occurs, new users entered in a Concordance database are added in FYI Server and deleted users are removed.
If a database is already associated with a client or matter, the synchronization process will also update the list of users associated with the database.
Refreshing the User List
The Auto refresh on button in the FYI Admin Console allows you to view who is currently connected to the FYI Server. For example, when a user logs on to FYI Reviewer and opens a database, their name displays in bold in the Users folder on the Tree side tab on the Management tab. Additionally, users currently logged into a database have their names displayed in bold in the Databases folder.
Toggle the Auto refresh button to turn this feature on or off.
Inserting Domain Users
We recommend that you follow the guidelines for implementing users outlined in the About setting up user security topic, which is to set up user accounts in Microsoft Active Directory or a Concordance database first and then import the users into the FYI Server when registering databases.
For more information about registering databases, see Registering databases.