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This article applies to Cloud.

Other available versions:

Version 6 | Version 5 | Version 4icon.qnmark.png

Available in:

StandardPremiumEnterprise
Small Business
Code42 Support

Add users from the administration console

This article applies to Cloud.

Other available versions:

Version 6 | Version 5 | Version 4icon.qnmark.png

Available in:

StandardPremiumEnterprise
Small Business

Overview

This article describes how to add users to the administration console, as well as suggestions for when to use each method. You can add users to the administration console by: 

  • Entering information manually for each user
  • Uploading a text file with a list of users
  • Sending email invitations
  • Provisioning users from a third-party directory

Considerations

  • A user account functions as a container for a single user’s devices. Users cannot restore files from another user’s devices unless they have the appropriate administrative privileges.
  • After a user is added, the Code42 app must be installed on each user's device in order to begin backup operations.
  • Once a computer is added to a user account, it cannot be moved to a different user account without restarting the backup.
Use unique usernames and passwords
Each individual user needs a unique username and password. Sharing credentials across multiple users is a large security and data privacy risk because users can download backed up files from every device using the same username. 

Before you begin

If you are adding users manually or by uploading a text file, determine the email addresses and passwords for all of the users that you want to add. Passwords must be at least 5 characters. For enhanced security, Code42 strongly recommends using longer passwords with a mix of uppercase and lowercase letters, numbers, and symbols.

Add users manually

Entering information manually for each user is an easy way to quickly add a few users.

Add multiple users
If you need to add many users at once, see the options below for uploading a text filesending email invitations, or provisioning users. These methods are faster and more efficient when you're adding large groups of users.

Steps

  1. Sign in to the administration console.
  2. Select Users > Active from the menu on the left.
  3. Click Add a new user Add New User Icon.
  4. Select Add Users.
    Add Users
  5. Select an organization for the new user.
  6. Enter the user's first name, last name, email address, and password.
  7. Click Add User.
    Enter User Information
  8. Download and install the Code42 app on the endpoint device and then sign in with the new user account.

Add users by uploading a text file

Add users by uploading a text file to easily create many new user records at once. When adding users by uploading a text file, determine the email addresses and passwords for all users you want to add.

Steps

  1. Sign in to the administration console.
  2. Select Users > Active from the menu on the left.
  3. Click Add a new user Add User New Icon.
  4. Select Add Users.
    Add Users
  5. Select an organization for the new user.
  6. Click Download sample file to download the template for adding users.
  7. Modify the sample file:
    1. Delete the sample entry for "John Doe."
    2. Add the information for your users in the following format (one line per user):
      firstName,lastName,email,password
  1. Save the modified file.
  2. Drag and drop your saved users .txt file onto the Click or Drag and Drop File button, or click to browse to the file.
  3. Click Add User.
    Save As Text File
  4. Download and install the Code42 app on the endpoint device, and sign in with the new user account.

Invite users by email

  • You can add users by email invitation to quickly deploy to any number of users. With this method, users receive email instructions for getting started on their own.
  • You can see users with pending invitations by navigating to Users > Active,  then clicking the Action menu and selecting Show Invited.

Steps

  1. Sign in to the administration console.
  2. Select Users > Active from the menu on the left.
  3. Select Add a New User Add New User Icon.
  4. Select Invite Users.
    Invite users
  5. Select an organization for the new user.
  6. Complete the form:
    • Enter a comma-separated list of email addresses.
    • Enter a reply to address.
    • (Optional) Customize the subject and message to be sent to your users.
  7. Click Send.
    Invite users by email form

Your users will receive an email with instructions for getting started. 

Sample email

Add users by provisioning

This method syncs your administration console with a third-party directory or provisioning provider. Once configured, new users are automatically added to the administration console from the provider.

Add provisioning provider

SCIM Provisioning

We recommend this method if you currently use a provisioning provider that uses the SCIM 2.0 protocol or if you want to start maintaining users in a centralized directory. Code42 customers can use Okta's provisioning features for free. Learn more about Code42 provisioning and how to configure it in our introduction to SCIM provisioning article

Code42 User Directory Sync

Code42 User Directory Sync enables you to use LDAP to sync your directory service with Code42. To configure it, contact your Customer Success Manager (CSM) for enterprise support at csmsupport@code42.com