Feature Request

It would be very useful to be able to activate notifications when a user account (reader) is added by a team member. Moreover, it would also be valuable to have notifications when these users log in for the first time, that is, when they actually activate their account.

When exporting readers from within Settings / Users & Security / Readers & groups, additional information must be provided. This will allow us to actively maintain the reader accounts. Specifically, we need: Account Creation Date Last Login Date Reader Groups

Hi Nisath, as discussed, when we have to search for a reader in the portal, we need to enter the whole email ID of the reader which is not convenient. Can we enhance this feature and make the reader searchable by the reader name? We should be able to search the reader when we enter the name (not the email ID) of the reader.

This request was created on behalf of Eric We are assigning content access by selecting 'Category' for a reader group. Whenever we create a new category under a parent category which is being used in a reader group, the new category isn't getting automatically added to the reader group. We expect the new category to be added if the parent category is already added under a reader group. Thank you.

Any action taken to a reader or team account requires each account to be edited and the change made and saved. Provide ability to select multiple reader or team account records and perform similar updates (send invitation email, add access, etc.)

I need to be able to filter the list of readers in the "Readers & Groups" section of the "Users & Security" tab. This would help me know who has already logged in from that reader group and who I need to re-send the activation email to so that they can activate their accounts. Currently, I have to scroll through the whole list of readers or search by a portion of their email address but I can still miss some.

Currently, we have the option to map the reader group according to the domains for the standard reader account. Similarly, if we have this option for SSO, it will be easier to manage readers with different content access. Use case: I have a Mixed Knowledge Base with external customers and internal employees. The Domain filtration will help us automate this process rather than manually updating the reader level content access.

I would live the capability for users to be added as a Reader if they belong to a specific OU in AD.

It is already possible to assign reader groups for JWT users: https://docs.document360.com/docs/jwt-reader-groups Unfortunately the same cannot be done for OpenID (or SAML for that matter), which can make it a huge effort to keep groups and access control in sync across different systems. For us, it would be very beneficial, if we could deliver the Reader Group IDs from our SSO system, exactly like it is done for JWT. In the case of OpenID, we would just deliver an extra "readerGroupIds" claim in the ID-Token that Document360 could then read when signing the user in. There are other Document360 users here, who have asked for similar features already: "Allow domain-to-reader group mapping for SSO self registration" (7 votes) https://feedback.document360.com/feature-request/p/allow-domain-to-reader-group-mapping-for-sso-self-registration "OpenID - Map email domain to reader group" (3 votes) https://feedback.document360.com/feature-request/p/openid-map-email-domain-to-reader-group "Auto assign SSO users to reader group based on conditions" (5 votes) https://feedback.document360.com/feature-request/p/auto-assign-sso-users-to-reader-group-based-on-conditions ---- Adding application-specific claims to the ID Token seems to be relatively standard practice. For example, we're currently rolling out another tool, Bettermode, and they support a similar workflow to assign users to "spaces" (you can think of them as sub-forums). The process is documented here: https://developers.bettermode.com/docs/guide/single-sign-on/oauth2-sso/#user-profile-url

This request was created on behalf of Yani At this time, we create reader groups by referring to the existing ones on a fairly frequent basis. Currently, we have to build similar reader groups from scratch each time and then make minor tweaks. It would be very helpful to have an option to clone reader groups, so we could duplicate an existing group and simply adjust the necessary details. Thank you.