Check that you have enough User Licences available
Click the Add a new user button
Choose the User Type
System Administrator - Full access to the Management Console
General Administrator - As per System Administrator, but unable to delete encryption keys, download key backups or edit/create other admin users
Standard User - SmartEncrypt desktop client user. No access to Management Console.
Helpdesk User - as per Standard User, but with read-only access to the Management Console
Complete the remaining form fields (all fields are mandatory)
Email Address (this will also be the User's username for login purposes)
Groups - Users will be assigned to the Everybody group by default. It is recommended that you leave this option checked unless the User has special access requirements
Once complete, click the SAVE button
The user will receive an email notifying them of their new user account with instructions on how to login
Note: Only System Administrators can create other users with a System Administrator or General Administrator User Type
Importing users in bulk
CSV File Import
Users can also be imported in bulk if you have a large number of users to add. The advantage of importing users in bulk is the ability to assign groups and Encryption Keys automatically during the encryption process.
To access CSV import, click on the Bulk user import button on the Users and Groups >> User Management page in the Management Console as shown.
Add your users to the template. Available fields include:
User's Full Name
Group name(s) if applicable - Users will be added to the default Everybody group automatically, there is no need to specify this group here. Multiple groups should be separated by commas
Role - must be spelt correctly. If left blank, the Standard User role will be applied.
Encryption Key - must refer to existing keys as new keys will not be created. Not required if user is to inherit keys from groups to which they are assigned, (eg The Primary Key is assigned to the Everybody group by default)
Select from the following additional options: Choose whether or not to send a Users an email notification:
Notify users about their account - Sends a temporary username and password. Avoid sending this to SSO users only to avoid any confusion;
Send Azure AD SSO configuration in email - Sends an email containing information on how to the SmartEncrypt client for Azure AD Single Sign-on.
Once complete, upload the file, click the IMPORT button and wait for the file to be processed. Any errors will be reported once the import has completed.
Good to know...
You can add groups not yet created in the Console and they will be created automatically on import.
The import process will automatically skip the first row of the uploaded file. Ensure the first row of your file is either left blank or contains field titles/sample data only.
Any duplicate records will be ignored.
Leave Groups, Keys and Role fields blank for the system defaults to be applied.
Groups Overview The Groups Overview page gives an overview of all your SmartEncrypt groups at a glance. Features: Add a new group button - takes you to the new group page. Group record Name Description Group Members - number of members Keys Assigned ...
The User Overview page allows you to view your SmartEncrypt users at a glance. Features Add a new user button - takes you to the add user page. You must have unused licences available to add a new user. Bulk User import button - Import new users in ...
Overview The SmartEncrypt Management Console also offers basic device Management whereby Administrators can control which devices users can use to log in to the SmartEncrypt desktop client to access files. Key Features Name - The name of the ...
Only certain types of users have access to the SmartEncrypt Management Console, these being: System Administrators; General Administrators; and Helpdesk Users (Read-only) Standard Users have SmartEncrypt client access only and will encounter an ...
SmartEncrypt can be configured to enable users to Azure Active Directory (AAD) credentials use Single Sign-on (SSO) to log in to the desktop client using their Azure Active Directory (AAD) credentials, rather than a separate username and password. ...