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Add Users - VES

Complete Article can be found here.

 

This article explains the different ways you can create or import users into the system.

Within VIPRE Email Security – Cloud Edition, a user is defined as a single actual email address. Aliases and distribution lists do not count against the allowed number of users.

Using any of the methods below enables you to add users to VIPRE.

Log in as an administrator
  1. Login to VIPRE Portal using your Administrator credentials
Navigate to the desired customer

If you are logging in as the administrator, you will be presented with your customer list.

  1. From the Administrator Dashboard, expand the Customers menu, then select Customer List
  2. From the displayed Customer List, select the Customer which you are adding users to

Add users

From the customer dashboard, you can import customers from a CSV or Excel file, sync an existing Directory Service through LDAP, or add users manually.

Add users through LDAP sync

LDAP discovery allows VIPRE to scan your directory service for users and automatically add them to the user list. Refer to the article LDAP Sync for user management for details on setting up and using LDAP sync.

Add users from a CSV file

Importing users from a Comma-Separated Values (CSV) file allows you to create many users at once.

Sample CSV and XLS files

Located on the Import Users tab in the product, VIPRE provides sample files so that you may use the correct format for exporting your existing user list. If you are using an Excel file to export from, you must save it as a CSV file in order to import it into VIPRE.

To import users from a CSV file
  1. From the customer dashboard, expand the Users menu. Then, select Import Users
  2. Perform one of the following
    • Use the file browser to select a CSV file
      or
    • Drag and drop a CSV file onto the Upload CSV file area
      or
    • In your CSV file editor (such as Excel), highlight user data and copy it, then paste it into the Paste CSV data section
  3. At the bottom of the screen, select Review Import
    fusemail-adding-users09.jpg

  4. When finished, select Save

Add users manually

  1. In the navigation pane, expand the Users menu, then select Users.
  2. On the right side of the Users panel, select the green + plus sign.fusemail-adding-users05.jpg
  3. In the Add:User panel, fill out the information in all required fields.

  4. (Optional) You can add additional information (phone numbers, notes, etc.) by selecting the Additional check box.
    fusemail-adding-users06.jpg

  5. Once completed, select Save
  6. (Optional) You can edit Settings, Quarantine, Filtering, and Routing information on a per-user basis. 
  7. Confirm the user information is correct, then select Close

Repeat steps 2–5 to add additional users.

Optional user settings appear on the tabs in the user panel.

Choose files or drag and drop files
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  1. Carlos Rios

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