Using the account with admin access, you can create additional directory service users one-at-a-time or you can perform a bulk import of up to 10,000 users from an Excel xls/xlsx spreadsheet or a comma‑separated values (CSV) file.
Initially, you might want to create individual directory service users one at a time directly in the Admin Portal. For example, you might want to add another directory service user that will be assigned to the System Administrator role or delegated to perform user management or role management tasks but not other administrative tasks.
To create user accounts one at a time:
1. Log in to Admin Portal using your administrator account.
2. Click Users > Add User.
3. Enter a login name and select a suffix.
A user name can be composed of any of the UTF8 alphanumeric characters plus the symbols + (plus), – (dash), _ (underscore), and . (period).
The suffix is the part of your account name that follows “@”. For example, if your account name is firstname.lastname@example.org, then the suffix is acme.com. By default, the suffix associated with your default account is populated. See How to use login suffixes for more information on suffixes.
All login suffixes are displayed in the list, including the login suffix for any Active Directory/LDAP domains you are using.
Important: If you select the login suffix for an Active Directory/LDAP domain, the account is not added to Active Directory/LDAP. The account’s Source column will indicate Centrify Directory as the source, rather than Active Directory/LDAP.
4. Enter the email address and display name for the user.
5. Enter a password.
This is a one-time password for the user to log in to Practice Protect user portal when you select “Require password change at next login (recommended)” in the Status settings. This password is replaced with the password created by the user.
The default minimum password requirements are:
●1 numeric character
●1 upper case letter
●1 lower case letter
See Managing Application policies to change the default requirements.
6. Select the appropriate Status settings.
7. (optional) Enter the appropriate information for the Profile fields.
8. (optional) Enter the appropriate information for the Organization field.
9. Click Create User.
A notification will be sent to the newly created user using your selected method.
You can use an Excel spreadsheet or CSV file in conjunction with Admin Portal to perform a bulk import of user accounts using an import template. You can use a bulk import user account file can to import up to 10,000 accounts at once.
However, in most cases, you should only perform a bulk user import after you have created the appropriate roles and assigned the appropriate web applications to those roles. If you import user accounts before you have added roles and assigned applications to the roles, new users will see an empty Apps page when they log on to the Practice Protect user portal for the first time.
Download the Bulk User Import Template from Users > Bulk Import User > Bulk User Import Template
Using the Bulk User Import wizard to add Practice Protect Directory Service accounts
After you create the file, use the Bulk User Import wizard to create the accounts.
To add Practice Protect Directory Service accounts using the Bulk User Import wizard:
The procedure assumes you have already created the Excel or CSV file.
1. Log in to Admin Portal.
2. Click Users > Bulk User Import > Browse.
3. Navigate to the file.
4. Click Open > Next.
5. Review the entries.
The first 15 records are displayed. Use this display to ensure you have formated the entries correctly.
6. Click Next.
The Centrify Directory – Bulk Import Report field is automatically populated with your email address. Change the address if you want the email address to go to someone else.
7. Click Confirm.
After the wizard completes the import, the Practice Protect Directory Service sends two email messages:
●A Centrify Directory – Bulk Import Report. This email message is sent to the email account that you had specified to receive the report. It indicates how many new users were specified in the file and how many were successfully added. An explanation is provided for each failed account.
●A Centrify Directory – New User Account. This email message is sent to each user account created. The message includes a link to the user portal and a one-time password. When users open the link, they are prompted to create a new password (unless you have configured otherwise).