Logon settings

After installation of CodeTwo Exchange Rules Pro, each Active Directory user is authorized to manage email rules in the program by default, as long as they have access to any instance of the Administration Panel. That is why after installing the first Administration Panel, access rights should be instantly configured.

Learn more about defining the initial access rights

As one instance of the Administration Panel may be used by different users, the program has an option to define what type of authentication will be used to logon to this particular panel to access the Exchange Rules Pro Service and configure the program. The authentication is based on the type of user which is currently logged on to the particular Administration Panel. There are two types of authentication that may be used to configure the program (Fig. 1.):

  • Domain user - one of the users existing in Active Directory.
  • External user - a custom user not associated with Active Directory. Note that even if you decide to grant an external user the right to access the Administration Panel to manage rules, this user will not be able to automatically list any Active Directory objects while setting up the rules.

Two types of logon authentication.
Fig. 1. Two types of logon authentication.

By default, logon settings on each Administration Panel are set to Domain user so every authorized user within a domain can configure the rules. If you want to allow a non-domain user to manage the rules, you can define the credentials by entering the Username and Password on the Logon settings tab (Fig. 2.).


Please note that if you want to grant either a domain user or an external user a right to assign access rights to other users, this person needs to have the Administrative rights granted beforehand in the Access Rights Management window.

Defining external user's credentials.
Fig. 2. Defining external user's credentials.

In order for the changes to take effect, save the logon details via the OK button and restart the Administration Panel. Once the panel is restarted you will be able to manage the program as the chosen, authenticated user.

See next

Connecting to Exchange Rules Pro Service - this article describes how to define the most efficient connection type between the Administration Panel and the Exchange Rules Pro Service.

See also

Managing access rights - this article describes a feature that lets you manage access rights to rules and program settings for all users in your environment who use the Administration Panel.

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