Managing Users

Learn how to add users, update user information and allocate licenses.

How to add users to your instance

  • Click on your Avatar in the top right corner
  • Click on Global System Settings
  • Select Users in the left-hand menu
  • Click on Add a User on the top right-hand corner
  • Fill in the fields for Username, First name, Last name, Password and Confirm Password
  • Click Add

How to import or update users from CSV file

  • Click on your Avatar in the top right corner
  • Click on Global System Settings
  • Select Users in the left-hand menu
  • Select Import or Update Users
  • Click on Import CSV
  • Drag your CSV File or Browse Files
  • Select Update Existing Users Information option to update user info
  • Click Continue

How to allocate licenses manually or automatically

  • Click on your Avatar in the top right corner
  • Click on Global System Settings
  • Select General Settings
  • Under License Allocation, select to Automatically Allocate Full Licenses or Manually Allocate Full Licenses

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