Other methods to add users

Before using the methods outlined below to add users, ensure your intended domains are configured in the Domains settings. These methods can only add users that belong to the same registered domain. 

If you need to add users that are not part of your domain, consider syncing users via Microsoft Entra ID or Google Workspace instead.

Methods of adding users

CSV import

If you need to add multiple users, use a CSV template. To download a sample template, go to the Entity Management page and perform the following:

1. Click Users on the left panel. 
2. Click Add.
3. Click CSV template on the popup.
4. Save to your local drive.

Afterwards, replace the values in the template with the details of the users you need to add. To upload the updated CSV file, go to the Entity Management page and follow these steps:

1. Click Users on the left panel. 
2. Click CSV Import.
3. Upload your updated CSV file.
   
   
4. A successful import triggers the following:
   1. The Success notification appears 
   2. The system sends email invites to all users in the list

Add single user 

If you need to add a single user, go to the Entity Management page and perform the following:

1. Click Users on the left panel. 
2. Click Add.
3. Click Add single user  on the popup.
   
   
4. Provide the following details.
   1. First name
   2. Last name
   3. Email
   4. myViewBoard name
      
      
5. Click Add.
6. A successful import triggers the following:
   1. The Success notification appears 
   2. The system sends an email invite to the new user added

Naming conventions

Note the following rules when adding entries: 

• Only letters (A-Z, a-z), numbers (0-9), and certain symbols (_@-.) are allowed.
• The First Name and Last Name fields must not have any spaces.
• While optional, it is highly recommended to update the myViewBoard Name field to make it easier to connect with audiences during a session.