How do I add new users to a business account?

How do I add a new user to my Secure Exchanges account?

This article explains how to create users in your Secure Exchanges enterprise account, one at a time or in batches, and then assign them a license.

Info Before we begin

Two conditions must be met:

  • You must be an account administrator . Standard users do not have user management access.
  • The email domain of the people you want to add must be approved in your Secure Exchanges environment. SeeHow do I add and validate a domain in my account?

Alert
Note: Creating a user and assigning them a license are two separate actions. A user created without a license exists in your account but cannot yet use Secure Exchanges.

Step 1. Log in to the portal

Log in to the Secure Exchanges online portal with the email address associated with your administrator account.

If you need help with this step, see How to log in to your account on the Secure Exchanges online portal?

Step 2. Access user management

In the left-hand menu, under the Licenses and Users section, click on User Management .


Two methods are possible depending on the number of users to be added.

Option 1: Add one user at a time

At the bottom of the page, fill out the user creation form, then save. The user will immediately appear in the list.


Option 2: Import multiple users in batch

  1. Click on Import users .
  2. Download the CSV file template provided by the platform.
  3. Fill the file with your users' information, without modifying the column headers.
  4. Import the completed file into the platform.

Notes
Note: Follow the CSV template format exactly. Renaming, deleting, or moving columns will cause an import error. Also, verify that all email addresses belong to an already approved domain.

Alert
During import, you can assign a license to your user. You must have already purchased your licenses before importing your users. If you no longer have any licenses at the time of import, the user will be imported without a license. Use the planId column: DEBASE = eco, COMPLET = advanced, COMPLET2100 = pro

Step 4. Assign a license to new users

Once the users have been created, assign them a license.

  1. In the list of users, locate the email address of the person concerned.
  2. Click the Manage License button next to this address.


  3. Use the drop-down list to select the desired license.


  4. Save. The license is immediately assigned to this user.

Alert
Note: Ensure you have enough licenses available in your account. An available license is one that has already been purchased but is not yet assigned to a user. If you have none available, see How do I add licenses to my business account?

What happens next

Once a license is granted, the user receives a confirmation email. They must then install Secure Exchanges and activate their license on their computer. You can direct them to our knowledge base , which contains installation procedures for Outlook, Outlook Web, and Gmail.

Frequently Asked Questions

The user I just added isn't showing up in the list. Please check that their email domain is approved in your account. A user with an invalid domain cannot be created.

Can I create users without assigning them a license right away? Yes. Users remain in your account without a license until you assign one to them.

Need help?

If you encounter a problem or have any questions, please write to our support team at support@secure-exchanges.com . We are here to help.

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