Cybsafe has four ways users can be added to CybSafe.

Create individual users manually

Select “People” from the menu on the left hand side in your Admin menu
On the Overview Page click the “Add people” drop down button, select "Add someone new" to manually create an individual user.
You will be presented with all the relevant fields required to create a user. Fill in the details and click 'Submit'.

> Email Address: Enter the users Email address, if you plan to use SSO this should be the email associated with your SSO setup, normally their primary email.

> First name and Last Name: This ensures the user is identifiable and their platform emails will be a bit more friendly.

> Language: You can select the users default language, this will define the language in their UI as well as the language of any emails sent out from the platform.

> Timezone: Select the users Timezone if required, this is optional.

> Groups: Assign the user to any groups, this enables better and more granular reporting and allows you to assign certain content or features based on the users group.

> Country: This is optional however it will give your reporting an additional dimension where country information is available. It's always worthwhile filling this in when known.

> Type: This is where you can stipulate the users access on the CybSafe platform.
Administrator gives them access to all reporting and features on the platform.
Manager will provide them with access to limited reporting in line with their associated groups.
User gives them only access tot he features as a user.
Once all of the details have been entered click on 'Submit' to create the user.

Depending on your settings you may want to manually invite the user to the platform once created.

Additional user attributes

There are also other user attributes where you can add users details to utilise within the platform and reporting. We would recommend these to help you segment your user base further and identify cohorts.

Some fields are useful for specific information however feel free to use them for whatever data is applicable to you and your organisation.

> User name: Add a user name for your people, with provisioning integrations this typically sync's with the users email address or UPN.

> External ID: Add a users ID or nother reference to identify them. We recommend adding users object ID's if you have the Teams integration.

> Office: Add a users office location to target and report on your different office locations.

> Street address: Add a users street address where applicable.

> Town / city: Add a users town or city location where applicable.

> State / province: Add a users location data to enhance your reports.

> job title: Add a users job title to analyse your data by specific roles.

> Organisation: Add a users organisational data or other departmental indicators. This will be added as a child folder under the Organisation parent folder in Group Management.

> Division: Add any user data or other departmental indicators. This will be added as a child folder under the Division parent folder in Group Management.

> Department: Add a users department name to segment your users by their department. This will be added as a child folder under the Department parent folder in Group Management.

> Business unit: Add a users business unit or other function information.

> Employee number: Add a users unique ID or other data. Very useful if you need to combine our reports with any internal data. this gives you a very reliable unique identifier per user.

> Cost centre: Add a users cost centre to help you segment your users.

> Employee type: Add a users type such as permanent, full time or contractor.

> Employee level: Add a users level within the organisation.

> Grade: Add a users grade within the business.

> Hire date: Add a users hire or start date to track new joiners or to target them.

Upload and manage users in bulk via a CSV

You can read more on the process in the article, Add and manage users and groups in bulk using CSV.

Select “People” from the menu on the left hand side in your Admin menu
On the Overview Page click the “Add people” drop down button, select "Upload CSV" to .
Download the Blank template to add your user data.

You can read more on adding new users here.

> Do not edit the headers of our template they are case sensitive and must be accurate for the import to work.
> The headings must remain in English for the import to work.
> Any info in the Department column will create a group under the root folder "Departments" in Group Management. If the department already exists users will simply be added to the group. Spelling and case must be identical to avoid creating a duplicate group.
This is the same for the Division, Organisation and Groups columns.
> Account Type (Admin, User or Manger) must be written in English.
> Please use Alpha-2 Country Codes as they are the only ones accepted by our Platform.
Next, click the “Choose file” button to start importing your users.
Once processed, you will see your CSV upload history in the table below.
In this table you can review the status and results of your uploads.

Automatically add users via a user provisioning integration

The most scalable way to maintain your people on CybSafe and link up the setup of new users to your internal movers, joiners and leavers process is to configure a User Provisioning with SCIM.

This also allows you to sync user attributes from your directory to configure your users and ensure your reporting and Groups are as accurate as possible.

Utilise just in time provisioning

A seamless way to get users onto the platform is to ensure you have configured your SSO with CybSafe.

With just in time as long as a user is authenticated by the SSO integration and they login to CybSafe via SSO we will create a profile for them on your account.

Users can navigate to our Login page and click on the relevant SSO login button for your organisation. Alternatively you can share you unique SSO URL. Any user who clicks this will login to your account, more information can be found in our SSO Settings article.