How do I add a new user to my Secure Exchanges 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

---

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" .

---

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.

---

4. Assign a license to new users

After creating your users, assign them a license.

1. Access user management

   • Click on Options > Management of users.
     
     
     

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?

---

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.

• Related Articles

• How do I add additional licenses to my account?

  You can purchase licenses and assign them to users in your organization directly from the Secure Exchanges online portal. This article guides you through the two steps of the process: purchasing licenses and then assigning them. Before we begin ...

• How do I modify, withdraw, or transfer a user's license?

  As an administrator, you can: to change a user's license type, withdraw a license, or transfer a license to another user. Here's how to do it, step by step. Step 1: Log in Log in to the Secure Exchanges online portal. Don't know how to log in? Follow ...

• How do I assign a license to a user?

  1. Fund your account Before you can assign a license, make sure your account has the necessary licenses. To do this, you must first purchase and add licenses to your account. Log in to your account on the Secure Exchanges online portal. Purchase a ...

• How can I view user usage statistics in my organization?

  Secure Exchanges has introduced a new feature that allows administrators to view detailed statistics on user service usage. This feature is accessible via the online portal under the "User Statistics" tab. Here's how to use it effectively: User ...

• How do I view a user's sending history?

  The event log allows administrators to track actions performed by users in Secure Exchanges. Step 1 – Access user management Log in to your account via the Secure Exchanges online portal Click on Options → Management of users You will have access to ...