How do I add new users to a business account?

Add a user to my account

To add users to your business account, two conditions must be met:

  • You must be an account administrator.

  • The email domain of the users you want to add must first be approved in your Secure Exchanges environment.
    See the domain approval procedure here : How do I add my domain?

Step 1 – Log in to the portal

Log in to your Secure Exchanges portal using your email address.
View the login procedure here : How do I log into my account on the Secure Exchanges online portal?

Step 2 – Access user management

  1. Once logged in, click “Options”

  2. Select “Management of users”

Step 3 – Add users

At the bottom of the page, complete the form to create a new user.

If you need to add several users, use the “Import users” option:

  1. Click “Import users”

  2. Download the provided CSV template

  3. Fill in the file with user information

  4. Upload the completed file to the platform

Alert📝 Make sure to strictly follow the CSV template format to avoid import errors.

Step 4 – Assign a license to users

After creating the users, you must assign a license to each one.

  1. Go to Options → Management of User 

  2. Select the user

  3. Click “Manage license” next to the user’s email address

  4. Choose the desired license from the dropdown list

The license will then be assigned to the user.

Notes
Make sure you have enough available licenses in your account. If no licenses are available, you can purchase additional ones by following this procedure: How do I add licenses to my business account?

Need help?

If you have questions or encounter any issues, contact our support team at: support@secure-exchanges.com

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