There are three methods to provision users in your Syncplicity account:
- Provision users individually or in bulk using the Syncplicity administrator console.
- Enable end-user self sign-up. An administrator configures and distributes a URL that allows their end-users to self-signup that provisions a Syncplicity user account for them. To learn more, see end-user self sign-up.
- Auto provisioning users using Active Directory (AD) Sync. This method allows IT administrators to manage their users from a centralized AD/LDAP system. Learn more about Provisioning users via AD Sync.
NOTE: If you have enabled Single-Sign-On, you may want to provision the end-user using silent onboarding. This would auto-activate users account and suppress Welcome/Activation email. Learn more about silent onboarding.
This article describes the first method, how to create new user accounts using the administrator console.
Users can be added either one at a time or in bulk. Accounts 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 role so that they all have the same configuration.
Add New Users to your Company Account
- Click the admin link in the administrator console then click user accounts.
- Click Add A User. The Add and Configure New Users wizard opens.
- Enter one or more email addresses of the new users. Add a comma and space between each address. Additionally, you can copy and paste the contents of a CSV file into the Email Addresses field.
- If you are a Global Administrator, you can choose the role for the user. If you are a Support Administrator, you can assign the User role only.
The User role does not have access to any Syncplicity administrative functions. For more information about the administrator roles, see About administrator roles.
For administrator accounts, there are additional granular controls over how administrator users access the Syncplicity administrator console including password complexity rules and controlling from which IP address ranges administrators can access the administrator console. Learn more about Managing admin account access.
- Click Next.
- In Step 2 of the wizard, assign the users to one or more groups. Users can be added to one or more groups. Depending on how you have set up the groups, the group assignment determines the users’ storage quota, policy sets, storage sets and access to shared folders. For more information, see Use cases for a group.
- Select which folders you would like captured and backed up by default on the users’ machines by checking each box. A list of commonly chosen folders is displayed below. These folders are synchronized and backed up on your employees’ computers by default once they install the Syncplicity desktop 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 and the users can add and remove folders via the Mac or Windows clients.
- Click Next.
At this time you see a “User accounts successfully created” message.
NOTE: The Syncplicity service also sends a welcome email to each user with a short list of next steps. The email includes a link to a page that allows them to personalize and then complete the creation of their account, as well provide a direct link to download the Syncplicity client software.
User account activation
After a user is provisioned (detailed in the steps above), the next step is for the user to activate the account by clicking on the activation URL sent in the welcome email.
Here is an example of the welcome email the user receives:
The user must click on activation URL in the email. They are prompted to enter their first name, last name and establish a password. The minimum password requirements are a minimum of 8 characters and a combination of at least one uppercase, one lower letter and one number or symbol.
Additionally if the password is using a common password string such as “Password1”, this password will be rejected as a valid password.
The administrator accounts have an additional setting to enforce password complexity. When this setting is in effect, the password complexity is overwritten by the Admin password complexity settings for administrator accounts. Learn more about Managing administrator account access.
Activation by administrator
Administrators can also elect to activate the user account manually. In order to activate the account on behalf of the user, go to the user accounts tab in the administrator console.
- In the Manage Users page, search for the user by typing a portion of their email address in the Search Users
- Make sure that the user’s Last Active On column has Never logged in.
- Select the user’s name/email.
- Under Tasks, select Activate account.
- In the next window, type in the user’s first name, last name and a password. Note that the user can change this password once they are logged-in.
- Click on the Activate Account.