Select “People” from the menu on the left hand side in your Admin menu

Click on the Overview Page.

Next, click the “Add people +” button to manually create an individual user.

 You will be presented with all the relevant fields required to create a user. Fill in the details and click 'Submit'.

> Email Address: Enter the users Email address, if you plan to use SSO this should be the email associated with your SSO setup, normally their primary email.

> First name and Last Name: This ensures the user is identifiable and their platform emails will be a bit more friendly.

> Language: You can select the users default language, this will define the language in their UI as well as the language of any emails sent out from the platform.

>Timezone: Select the users Timezone if required, this is optional.

> Groups: Assign the user to any groups, this enables better and more granular reporting and allows you to assign certain content or features based on the users group.

> Country: This is optional however it will give your reporting an additional dimension where country information is available. Its always worthwhile filling this in when Known.

> Type: This is where you can stipulate the users access on the CybSafe platform.
Administrator gives them access to all reporting and features on the platform.
Manager will provide them with access to limited reporting in line with their associated groups.
User gives them only access tot he features as a user.

 Once all of the details have been entered click on 'Submit' to create the user.

Depending on your settings you may want to manually invite the user to the platform once created.

 First, select “People” then "Add people via CSV" from the Administrator menu on the left hand side.

Create your CSV file (you can download our sample template for guidance on what your CSV file should look like), then import your CSV file by following the on-screen instructions. Your CSV File should look something like this:

Be Sure to follow the instructions for creating your CSV file.
Do not edit the headers of our template they are case sensitive and must be accurate for the import to work.

The headings must remain in English for the import to work.
Any info in the Dept column will create a group under the root folder "Departments" in Group Management. If the department already exists users will simply be added to the group. Spelling and case must be identical to avoid creating a duplicate group.
User Type (User or Admin) must be written in English.

Please use our Country Codes as they are the only ones accepted by our Platform.
We recommend uploading users in batches this also makes any troubleshooting easier.

Next, click the “Choose file” button to start importing your users, click 'Submit' once you have chosen your required CSV file.

Once processed, you will see your CSV upload history in the table below.
In this table you can review the status and results of your uploads.

You can download any error reports to correct any issues in your CSV, most errors are caused by users already existing on the platform.