Step 3 - Add Users
You can add users and staff via the ITarian console, or add them directly in Endpoint Manager (EM).
- Staff added to ITarian are universal to the platform. They will be available in Endpoint Manager and other applications like Service Desk, CRM, and Quote Manager.
- Users directly added to Endpoint Manager are only available in Endpoint Manager.
- Manually add users. Add individual users to EM. You need to specify their name, email address, the company they belong to, and their EM role.
- Import users from a CSV file. Bulk import users from a comma separated values file.
- Import users from Active Directory (AD). This method is covered in the admin guide.
Manually Add Users
- Click 'Users' > 'User List'
- Click the 'Create User' button
or
- Click the 'Add' button
on the menu bar then 'Create User'.
- Type a login username (mandatory), email address (mandatory) and phone number for the user
- Choose the user's company (mandatory)
- ITarian MSP customers can add users to any company on their account.
- ITarian Enterprise, and EM stand-alone customers can only add users to the default company.
- Choose a role. A 'role' determines user's permissions within Endpoint Manager. The product ships with three default roles:
- Administrators - Can login to EM and access all management interfaces. This role can be edited as required.
- Technician - Can login to EM and access all management interfaces. The technician role has fewer privileges than the administrator role. This role can be edited as required.
- Users - In most cases, a 'user' is simply an owner of a managed device. They shouldn't require elevated privileges in the management console. Under default settings, users cannot login to Endpoint Manager.
You can create custom roles which grant access to selected areas of EM. These roles can be assigned to users as required. All roles created in EM and ITarian will appear in the 'Assign Role' drop-down when adding a new user. See Configure Role Based Access Control for Users if you want more help with this now.
- Click 'Submit' to add the user to EM.
You can now enroll the user’s devices/endpoints to EM.
- Repeat the process to add more users.
Process in brief
- Create a CSV file of the users you want to add.
- The file should contain the following, separated values: “Username” (mandatory), “Email address” (mandatory) and “Phone number” (optional)
- The file should not contain column headers and each line should contain a single user
- Click 'Users' > 'User List' > 'Import User' in the Endpoint Manager console
- Browse to your CSV file
- Select a company and a role for the imported users
- Click ‘Import users from list'
Requirements for .csv file
There are two mandatory fields and one optional field per user:
- Username (mandatory)
- Email address (mandatory)
- Phone number (optional)
- Each line in the CSV file should contain one user entry
- The CSV file should not contain column headers
Example:
"james", "james@ditherscons.com", "9876543210"
Import users from a list
-
Click 'Users' > 'User List' > 'Import User'
- Click 'Browse' to locate and open the CSV file you want to import
- Choose user's company (mandatory)
- ITarian MSP customers can add users from any company added to their account.
- Type the first few letters of the company name and select from the suggestions.
- ITarian Enterprise, and EM stand-alone customers can only add users to the default company.
- Enter 'Default Company' in the Company field
- Choose user role. See above if you need a recap on roles.
- Type the first few letters of the role label and select from the suggestions.
- Click 'Import users from List'.
-
Imported users are added to the 'Users' interface. You can now add devices for the user.
- We will send an activation mail to users that have a role which lets them access the admin console. This includes the standard ' Administrator' and 'Technician' roles.