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 licence.

Prerequisites

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. See How do I add my domain?
Note: Creating a user and assigning them a licence are two separate actions.

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 Log in to 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.
Note: Follow the CSV template format exactly. Renaming, deleting, or moving columns will cause an import error.

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

Step 3: Assign a licence to new users

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

  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 licence.


  4. Save. The licence is immediately assigned to this user.
Note: Ensure you have enough licences available in your account. See How do I add licenses to my business account?.

What happens next

Once a licence is granted, the user receives a confirmation email. They must then install Secure Exchanges and activate their licence 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 licence right away? Yes. Users remain in your account without a licence until you assign one to them.

Need help?

Our team is available to assist you. Write to us at support@secure-exchanges.com