Add a user to my account

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

1. You must be an account administrator .

2. The email domain of the users you wish to add must first be approved in your Secure Exchanges environment.
   👉 View the domain approval process here

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Steps to add users

1. Connecting to the portal

Log in to your Secure Exchanges portal using your email address.
👉 See the login procedure here

2. Access user management

Once logged in, click the "Options" button in the menu, then select "User Management" .

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3. Add users

At the bottom of the page, fill out the form to create a user:

If you have multiple users to add, you can use the "Import users" option. Here's how:

1. Click on "Import users" .

2. Download the CSV file template provided by the platform.

3. Fill in the file with your users' information.

4. Import the completed file into the platform.

📝 Make sure you respect the CSV template format to avoid import errors.

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4. Step 4. Assign a license to new users

After creating your users, assign them a license.

1. Access user management

   • Click on Options > User Management .
     
     

2. Select the relevant user

   • Locate the email address of the user to whom you wish to assign a license.
     

3. Assign the license

   • Click the "Manage license" button next to the email address.
     
     
   • Using the drop-down list, select the desired license.
     
     

The license will then be assigned to that user.

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

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Need help?

If you encounter a problem or have any questions, please do not hesitate to contact our support team at support@secure-exchanges.com; we are here to assist you.

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