Overview

You can add users to your Portal and assign them permissions that determine their access to the content in your Portal. You can also collect users into groups and assign permissions to groups for easier management.

 

To learn about Users, see Understanding Users & Groups.

 

Follow the instructions below to add single or multiple users

  • Steps to Add a Single User to Your Portal
  • Steps to Add Multiple Users to Your Portal

Prerequisites

Only users with Administrator and Manager roles can add a single or multiple Users to a Group.


Adding New Users to Your Portal 

Navigating to User&Groups

  1. From the Portal's Home page, click on the navigation menu on the top left of your screen.
  2. Expand the Admin tab.
  3. Click on Users & Groups, and you'll be directed to the Users & Group page.




Accessing User&Groups Page

In the Groups segment located on the left-hand side of the Users & Groups page:

4. Opt for a specific Group Name to which you intend to incorporate users.

5. On the right-hand side, navigate to the Add Users option.

6. A drop-down menu will emerge, presenting a choice between two alternatives:

  1. By utilizing email addresses.
  2. By employing CSV files.

Note: The "All Users" Group is a default group in your Portal that every user is added to when they join the Portal.



Adding Users through Email Addresses

Adding Single User

To add a single user via email address, follow these steps.

  1. Open the Add Users dropdown menu and choose the Using Email Addresses option.



 2. A dialog box labeled Add New Users will emerge. Within this dialog box:

  1. Select the user's Role from the drop-down menu.
  2. Input the user's Email Address.
  3. Choose "Auto Email Confirmation" to grant users direct access to the portal without the need for email confirmation. When this option is selected, users are not obligated to confirm their emails; they can log in directly to the portal. If "Auto Email Confirmation" is not selected, a confirmation email will be sent to the user. In such cases, the user must first confirm the link provided in the received email before gaining access to log in to the portal.
  4. If necessary, select the Send Email Forcefully checkbox to ensure the delivery of a notification email.
  5. Optionally, you can personalize a welcoming message by clicking on Add a personalized message.

 3. Finalize the process by clicking the Add Users button. 



4. A notification will be displayed briefly stating that the User has been added successfully.



Adding Multiple Users

To efficiently include multiple users in one go, simply execute the steps outlined in the preceding section. In the Add New Users dialog box, enter the email addresses of the users you wish to invite, separating each address with a comma.  



Adding Users through CSV File

VIDIZMO allows users to be added to the Portal in bulk using CSV files. For detailed instructions on importing multiple users at once via CSV files, please consult the guide titled "How to Bulk Import Users using CSV."


Sending Confirmation Email

  • To enable auto email confirmation for an individual user, locate the overflow menu next to the respective user. Click the overflow menu and choose the "Auto Email Confirmation" option. Once confirmed, the user gains access to the portal without requiring a confirmation email.



  • For bulk auto email confirmation in VIDIZMO, select multiple users and click the action button. In the opened drop-down menu, choose the "Auto Email Confirmation" option. This selection grants users direct access to the portal without the necessity of email confirmation.



In VIDIZMO, you can also add users from your SSO or IAM system. For more information, please read Understanding Single Sign-On in VIDIZMO

How to Add Users to a Group