If you have a number of users to invite to start using Mailock, you can use the import option to add them at all at once
Import Users
The Users screen features an 'Import Users' button, which is especially useful if you need to invite a large number of users to the Mailock system. This option streamlines the process by allowing you to import user data through a file, as detailed in the following sections:
Select 'Import User' from the User tab:
The file import process imports data from a Comma Separated Variable (CSV) file. A template file outlining the format required is available on the 'Import Users' page:
The template CSV file defines the following fields for each user that is to be imported:
- Unique Reference (optional): Use this optional field if you have unique identifiers for each user (perhaps from an Active Directory export containing SID’s). Use of this field allows Mailock to detect name changes in users and prevents a second user being configured on the system.
- Primary email address (required): This is the user's primary email address for their email account.
- FirstName (required): The user’s first name.
- LastName (required): The user’s last name.
Once you have created your user import CSV file, adhering to the specified format above, select 'Browse' to locate this file on your computer:
Select 'Upload' to upload your file:
The portal will display a preview of your import:
The import preview will show you totals of the number of:
- New users your import will add to your company account.
- Users in your import have already been invited but remain pending activation.
- Existing user records are being updated (perhaps with a name change).
- Users who exist in your company account but are not present in the import file - you may wish to consider removing these users. Users in your import who will remain unchanged from any previous imports or separate invitations.
- Users with an email address that are not in your secure send domain list (if you have enforced domain restrictions, for more details about this, click here).
When you are happy with the invitations displayed in the preview screens, click the ‘Apply Changes’ button and invitations will be sent out to your users.
If the import wizard detects any errors in your CSV file these will be reported in the preview screen. Correct your CSV file and return to the Users screen to Upload your new file:
