Connect Application - Adding Users Manually

Customers currently using the Connect Application are advised to complete their onboarding setup as soon as possible, as the Connect Application is scheduled to be discontinued on the 31st of January, 2024.

This guide describes how to add users manually using the Connect Application, including importing users via spreadsheet, creating individual accounts, file requirements, and steps to ensure successful user account creation for administrators.

Introduction

We recommend synchronizing your Active Directory with us, so all your user accounts can be automatically created and maintained. See Synchronizing The Directory. If you prefer not to, or you need to add a user that doesn't exist in the Active Directory, you can manually add users.

To add user accounts manually, you can:

• Import users via the downloadable spreadsheet available in the application.
• Create individual or multiple users by entering the account details directly in the application.

Adding User Accounts Manually

You can add user accounts manually, by using the following steps::

1. Log in to the Connect Application.
2. Navigate to Platform | Add Users Manually.
3. Click the Start button. Follow the instructions below depending on whether you are importing users via the template, or creating individual users.

Importing Users via Spreadsheet

While you can create your own spreadsheet, using our template ensures you provide all the required information. Once imported, we'll add the user accounts after validation. The file must be imported in XLS or XLSX format to be accepted.

You can import users via spreadsheet, by using the following steps:

1. Log in to the Connect Application.
2. Navigate to Platform | Add Users Manually.
3. Click on Download the template link from the Import Users tab. The spreadsheet downloads to your browser in .xlsx format.
4. Open the file and enter the user account items and passwords in the required fields, including any primary, alias, and group email addresses. See File Requirements for further details.

Any mail-enabled address can be included in the spreadsheet (e.g. distribution list "[e-mail]"). You can add up to 500 addresses per import. If you have more than 500 addresses, import them in batches.

5. Save the template in XLS or XLSX file format.
6. To import the template, either:

• • Click on the Select File button and select your saved file.
  • Click and drag the file directly into the file field.

7. Once the file is uploaded, the contents are validated and imported automatically. Any errors in the file display and you must correct these before reattempting an upload.

The file is processed in the background and can take some time depending on the number of rows and columns.

File Requirements

To import email addresses via the Connect application, the file must:

• Be saved in XLS or XLSX format.
• Have one email address per row.
• Be saved with UTF-8 encoding if the file content contains a "£" character. Otherwise, the file import will fail.
• Include the following values in the template's columns:

Column	Description
Email	Specify the user's email address.
Name	Specify the user's name.
Password	Specify the user's password.
Force Change Password	Specify whether the user will be forced to change their password. Acceptable values are TRUE or FALSE.

View the Importing Users via a Spreadsheet page to see all available import settings.

Creating Individual Users

You can import individual users, by using the following steps:

1. Log in to the Connect Application.
2. Navigate to Platform | Add Users Manually.
3. Select the Create Individual Users tab.
4. Click on the Create User button.
5. Enter the user's account information in the required fields as below:

Field / Option	Description
Name	Enter the first and last name of the user.
Email Address	Enter the start of the user's email address. The primary address domain will display by default. Click on the down arrow to select a different domain if required.
Password	Create a new password for the user. It must meet the following requirements: Be a minimum of 8 characters Include at least one lowercase character (a- z) Include at least one uppercase character (A-Z) Include at least one numeric character (0-9) Include at least one non-alphanumeric ( ! @#$..) If your Administration Console is configured with a different password complexity, it will be honored. See the Configuring Password Complexity and Expiration page for more in- formation.
Confirm Password	Re-enter the created password. Make a note of the password before you continue.
Security	Optionally select the Force Password Change box to ensure the user creates a new password. We recommend using this setting to increase security.

6. Click on the Add button.
7. To add more users, repeat Steps 2 to 4. You can add up to 500 users at a time.
8. The new user details display, listed under Users to be Added. Optionally click the Remove link to delete an entry.

9. When you're ready, click the Finish button.

Summary Page

A summary page displays once the upload is successful, which includes:

• The option to upload additional accounts in your current session. To do so, click on the Import More Users button.
• A list of all your current internal users under User Import Status.
• Confirmation details of your recent upload. Click on the More links under:
  • Completed Imports to display details of the uploaded file/s.
  • Individual Users to display details of the created user account/s.

See Also...

• Synchronizing The Directory
• Password Complexity and Expiration
• Importing Users via a Spreadsheet