Complete Article can be found here.
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
- 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.
- From the Administrator Dashboard, expand the Customers menu, then select Customer List
- 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
- From the customer dashboard, expand the Users menu. Then, select Import Users
- 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
- Use the file browser to select a CSV file
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At the bottom of the screen, select Review Import
- When finished, select Save
Add users manually
- In the navigation pane, expand the Users menu, then select Users.
- On the right side of the Users panel, select the green + plus sign.
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In the Add:User panel, fill out the information in all required fields.
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(Optional) You can add additional information (phone numbers, notes, etc.) by selecting the Additional check box.
- Once completed, select Save
- (Optional) You can edit Settings, Quarantine, Filtering, and Routing information on a per-user basis.
- Confirm the user information is correct, then select Close
Repeat steps 2–5 to add additional users.
Carlos Rios
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