Adding Accounts to Secured Access

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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