There are a variety of different ways to add new users in the admin portal so we thought it'd be helpful to share some of our best in-house practices.
Add users and connect them to devices at the same time
When you import users with a CSV file, you can import users and connect them to a device at the same time, but you need to add devices to 探花大神 first.
- Wait to add users and add devices first.
- After you鈥檝e added devices, add the device name for each user in the CSV file.
- Import the CSV file in 探花大神. See Add Users to the Admin Portal to learn more.
Keep in mind, that after you import users, you always have the option to manually associate users with a device in the Admin Portal.
Add macOS users and devices via MDM
探花大神 integrates with Apple's Device Enrollment Program (DEP) to enroll newly purchased macOS devices into 探花大神 Mobile Device Management (MDM) through Apple's Automated Device Enrollment.
When you enroll a device into MDM with 探花大神, you can minimize the number of steps it takes to get a device up and running. As soon as the device is powered up, the following actions happen automatically:
- The 探花大神 agent is installed automatically for you.
- A device enrollment profile is installed.
The enrollment profile contains MDM enrollment settings along with a certificate that uniquely identifies the username to assign to the device. You can synchronize that information with 探花大神 to quickly import user associations. For more information, see Get Started: MDM to learn more.
Add users from Active Directory
When working with Active Directory (AD), you have the following options:
- Use AD side-by-side with 探花大神. To use this option, you sync users and groups with our AD Integration agents. Keep in mind that to run the 探花大神 agent on a domain-bound device, you need to unbind the device from the AD domain before you can manage it in the 探花大神 Admin Portal.
- Replace AD and only use the 探花大神 directory. To use this option you export users from AD or use the migration utility.
探花大神鈥檚 Directory-as-a-Service庐 (DaaS) was created to be a viable replacement for AD and Lightweight Directory Access Protocol (LDAP), and we are continuing to add and improve the platform with that goal in mind. Deciding on whether to replace AD depends on your unique infrastructure and an understanding of the key differences between 探花大神 and AD. Some organizations choose to replace AD with 探花大神 because of the workarounds AD requires you to do to keep pace with changes in the IT environment.
If you want to use Active Directory side-by-side with 探花大神, you can sync users and groups with the AD Import agent. You can also write password data back into AD from 探花大神 with the AD Sync agent.
Best Practices
- Decide when users receive a welcome email.聽When you manually create a user account, a welcome email is sent to the user immediately after you save the account. Here's a guided simulation for what your end users will see: . If you did not set a password for the user, this activation email provides a link so the user can set their own password and activate the account.聽You may skip sending this email on the Activation email modal. If you set an initial password for the user, a welcome email will be sent to the user with a link to login to their User Portal.
- If you want to import users with a CSV file, determine if you should do it from the Admin Portal or with the PowerShell Module. There are differences between these two methods. Which one you want to use depends on how much information you need to import and what associations you want to make with your user accounts. Use the table below to understand the differences.
- You don鈥檛 need coding experience to use the PowerShell Module. We鈥檒l walk you through it.
- If you鈥檙e importing data using PowerShell and want to assign users to a group, you must log in to the Admin Portal and configure User Groups first. Then you can add the group name to your spreadsheet before importing.
- If you are importing data using Powershell and want to associate a user with a device, you must log in to the Admin Portal and add those devices first. Then you can add the device name to your spreadsheet before importing.
- You can wait and make associations manually between users and groups or devices after the account is created.
CSV User Import
CSV Import Options | Available in the Admin Portal? | Available in the Powershell Module? |
---|---|---|
Import users directly into user groups. | No | Yes |
Associate users with systems | No | Yes |
Number of user attributes you can set | 5 including: First Name, Last Name, Username, Email, Password | All 38 user attributes |
Only create or import user accounts you need. You have 48 hours to remove unwanted users from 探花大神 and to contact your Technical Account Manager to avoid being charged for them. See FAQ: Billing, Charges, and Invoices to learn more.