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How to add users to a Business Edition account

Users can be added either one at a time or in bulk. Accounts added can be pre-configured with common settings in a batch to ease provisioning. Since all users added at the same time are configured simultaneously, the recommended practice is to bulk add users by their role so they all have the same configuration.

 

Add New Users to your Company Account

  1. Go to my.syncplicity.com and login with your administrator account. Click on the admin console.

  2. Click on user accounts within the Administration Console and then click Add A User.                                                             
  3. Enter the e-mail address(es) of user(s) you are creating account(s) for with commas between each e-mail address. Alternatively, you can copy and paste a CSV export of accounts.

  4. Check the box Make these users Administrators if you wish to grant these users administrator rights.
  5. Click Next.
  6. Select Groups that this user should be assigned into.
  7. Determine which folders you would like captured and backed up by default on these user’s machines. A list of commonly chosen folders is displayed below. Check the box for any folders you'd like backed up and protected by default. These folders will be synchronized and backed up on your employees’ computers by default once they install the Business Edition Client.

    Note
    : These are convenient folder defaults for initial pre-configuration. After completing the configuration wizard, you can add any folder or change any folders selected here through the Administration Console or via the Mac or Windows clients.

     
  8. Click Next
  9. Decide which shared folders these users should be granted access to. To grant access to a shared folder, change the permission level for a folder from None to Reader or Collaborator. Readers can view files, but cannot edit or otherwise change them. Collaborators can view and edit files and folders within the share. For example here, as new employees, we may grant them Reader access to the Company Share and Collaborator access to the Sales share assuming we are adding a group of sales people.

  10. Click Next.
  11. The settings will be verified and if provisioning is successful, an e-mail will be sent to each user with a link that walks them through the process of setting a password and installing the client. For larger deployments, the Syncplicity client can also be deployed with desktop management systems as well as cloned images.
  12. At this time you will see a message that the user account is successfully created.
  13. Click on "Manage Users" on the right
  14. Go back to the user's account, make sure all the information entered is correct and click on "Activate Account" under Tasks. Enter the user's information and click "Activate Account"

          

The account creation is now complete.