Adding Users to the TA Portal

Introduction

This document provides step-by-step instructions on how to add users to the admin portal and sync them to different applications.

Part 1: Adding Users to the Portal

1. Log in to the Admin Portal.
   
   
2. From the Other menu, click on Directory.

3. Under the Directory, navigate to the Users & Groups section and click on Users.

4. In the top-right corner, click on Bulk Operations and select Import Users & Groups from the dropdown.

5. Download the sample CSV file and fill in the required user details.

6. Once the user details are completed, upload the CSV file to import users. (Make sure your domain is added & verified else it will show an error message)

Note: The First Name & Email ID are compulsory in CSV file format, the rest of the fields are optional.

Part 2: Creating Groups

1. After adding users, navigate to Groups under the Users & Groups section.

2. Click on Create Group located at the top-right corner.

3. Enter a Group Name.
   
   
4. Click on Add User.

5. From the list, choose the users you want to add, then click Add User.

6. Once done, click on Create Group to complete the process.

Note: Groups and user mappings can also be created automatically if specified in the import CSV during the bulk user upload process.

Part 3: Syncing Users to an Application

1. Log in to the Admin Portal.
   
   
2. On the Home screen, click on Manage Applications in the top-right corner.

3. Select the application where you want to sync the users and click on Actions.

4. Choose Assign Users / Groups.

5. Select the individual users or groups that were previously created.

6. Click on Assign Users/Groups.

7. Finally, click on Sync Groups to reflect the added users in the selected application.

Note: Repeat these steps to sync users to other applications as needed.