Users

Use the Users page to add and remove users from your Entity. This page allows admins to add users via the following methods: 

• Auto-add all users in your Google Workspace, Microsoft Entra ID, or Microsoft SCIM environment via SSO
• Batch add users via CSV upload
• Manually add individual users 

Access Users page

To access the Users page in your entity account, perform the following:

1. Navigate to the following URL:
   • https://cloud.viewsonic.com/entity
     
     
2. Click Sign in on the upper right.
3. On the next page, use your credentials to sign-in.
4. The next screen should show your Entity page.
5. Click Users on the side panel.

Add single user 

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

1. Click groupUsers on the left panel.
2. Click person_addAdd new user.
   
   
3. Provide the following details.
   1. First name
   2. Last name
   3. Email 
      
      
4. Click Add.
5. 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. 

CSV import

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

1. Click groupUsers on the left panel.
2. Click More optionskeyboard_arrow_down.
3. Click Bulk upload users.
4. Click downloadCSV Template on the popup.
5. 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 ViewSonic Entity page and follow these steps:

1. Click groupUsers on the left panel.
2. Click More optionskeyboard_arrow_down.
3. Click Bulk upload users.
4. Click Choose file.
5. Click Upload to import your updated CSV file.
   
   
6. A successful import triggers the following:
   1. The Success notification appears 
   2. The system sends out the following: 
      • For Public entities: email invites to all users in the list.
      • For Regular and Shared entities: notification emails.

Sync via SSO

myViewBoard offers several options for adding users via single sign-on (SSO): 

• Google Workspace
• Microsoft Entra ID
• Microsoft Entra ID SCIM

Before proceeding, login as administrator of your Microsoft Entra ID (Global Administrator), Google Workspace (Super Admin), or any other account you will configure for SSO, and enable the mailbox of any user that will be added to your entity. This ensures that they can receive important updates after the process is complete.

Google Workspace

To set up SSO for Google Workspace, follow these steps:

1. Click groupUsers on the left panel.
2. Click More optionskeyboard_arrow_down.
3. Click Sync users with Google Workspace.
4. Click Install ViewSonic app to your Google Workspace.
   1. Follow instructions to sign in with your Google Workspace Super Admin account. 
   2. If successful, verify that the the ViewSonic Entity page now shows the correct value for the Tenant Name or ID field.
5. Click Confirm.

Microsoft Entra ID

To set up SSO for Microsoft Entra ID, follow these steps:

1. Click groupUsers on the left panel.
2. Click More optionskeyboard_arrow_down.
3. Click Sync users with Microsoft Entra ID.
4. Click Sign in with Microsoft.
   1. Follow instructions to sign in with your Microsoft Global Administrator account. 
   2. If successful, verify that the the ViewSonic Entity page now shows the correct values for the following fields. 
      • Tenant Name or ID
      • Microsoft Entra ID App ID 
5. Click Confirm.

Microsoft SCIM

To set up SCIM, follow these steps:

1. Click groupUsers on the left panel.
2. Click More optionskeyboard_arrow_down.
3. Click Sync users with Microsoft SCIM.
4. Click Download SCIM setup instructions. 
5. The document provides steps on how to configure Microsoft Entra ID.
6. Copy the values for SCIM URL and SCIM Token when the steps require.
7. Complete the steps outlined with the instructions document.