Adding Accounts to Secured Access
Add New Accounts(s) Individually
- Click “+New”
- Enter first name, last name, email, and role. - Check “Lock Profile” to keep users from editing their name and email and “Lock Role” to keep users from editing their role.
- Click “Create Accounts”
*To add more than one account at a time, select "+Add Account" button on the lower right-hand side of the page after adding each contact and before selecting "Create Accounts".
Import a List
Click “Import” at the top of the page to the right of “App Accounts (Secured Access)”
Click “Drag an Excel file or click here to browse” to attach file
Select Organization and Role
Choose preferred Invite Email Settings
Click “Continue”
File Requirements: The uploaded file must be in XLSX format with a single worksheet. The first row should contain the following column headers. Fields marked with an * are required.
Email *
First Name *
Last Name *
Lock Profile
Password
Target List
If the profile is locked, the user won't be able to change First Name or Last Name in the app.
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