- Data Management
- Security and Compliance Studio
- Activities
Users are internal employees of your organization, or external customers and vendors, who require access to the system to perform their jobs.
You can import users from the Microsoft Entra ID users.
Standard procedure
1. |
Click Security management. |
2. |
Click the Users tab. |
3. |
Click Import. |
4. |
In the list, find and select the desired record. |
5. |
You can add roles to the imported user based on an existing user. |
  |
In the Add roles based on field, enter or select a value. |
6. |
If you have filled in the Add roles based on field, you can define whether the imported user is assigned to the same company as the existing user. |
  |
Select Yes in the Assign to same organizations field. |
7. |
Click Import users. |
8. |
Sub-task: Assign roles. |
8.1 |
If additional roles are required for the imported user, you can assign these roles now. |
  |
In the list, find and select the imported user. |
8.2 |
Click Edit. |
8.3 |
Click Assign roles. |
8.4 |
In the list, find and select the desired record. |
8.5 |
Click OK. |
9. |
Close the page. |