Adding End Users

End Users are those who you assign permission to access your Vitrium-protected content. These users can be your clients, customers, employees, teachers, students, partners, or anyone who you wish to provide your content to.  There are 3 primary ways you can add end users into Vitrium:

 

Manually Add End Users

To add a user manually in Vitrium:

1. In the USERS section of Vitrium, click on the ADD USERS button
2. Select ADD SINGLE USER
3. Enter username, password and other information (see below for description of all data fields)
4. Go to the Groups tab to select the group you wish to add the user to
5. Once done entering all the information, click SAVE & EXIT

Data Fields for Adding a User

Required Fields

• Username: this is a mandatory field. It is strongly recommended to use an email address for the username.
• Password: this is a mandatory field that acts as a temporary password for your user. It is recommended you ask the user to change their password immediately after they login for the first time. Alternatively, you can check “Force user to change password” to force them to change their password before they login for the first time. 
• Email Address: this will be automatically populated if you used the email address as the username. If you did not, then you will need to add an email address for the password recovery.

Optional Fields

• Notes: this can be used for any number of reasons:
  • Enter their full name
  • Enter their company name
  • Enter their job title, division or department they work for

• External Key: this is an optional field for Enterprise customers to enter an external system ID to associate this user with that system.
• Custom Field: this is another optional field that can be used for any number of reasons.
• Force User to Change Password: this is recommended if you want to force the user to change their password before logging in for the first time. You should inform them to check their junk folder for the password reset email. Additional password controls can be set in the Security Settings section.

important note
It is strongly recommended to use an email address for the username and recommend the user change their temporary password immediately.

 

Import Users Via CSV 

In the Users tab of Vitrium:

1. Click on the ADD USERS button.
2. Select IMPORT USERS.
3. Download the sample CSV file that is provided in this window. The regular version is recommended.
4. Update the CSV file.
5. Upload the completed CSV file back into Vitrium (keeping “The first row has column headers” checked).
   
   

Data to Enter in CSV File 

Required Fields

• Username: it is strongly recommended to enter email addresses for usernames
• Active: enter TRUE for an active user, FALSE for inactive
• Password: this is a mandatory field that acts as a temporary password for your user. It is recommended you ask the user to change their password immediately after they login for the first time. Entering KEEPPASSWORD in this field will allow you to make changes to other columns without altering or resetting the user’s password. 
• PasswordRecoveryEmail: if using email addresses as usernames, copy those to this column; if you are not using email addresses for usernames, then add the email addresses here in case the user forgets their password.

Optional Fields:

• GroupMembership: enter a group name. If the group is not created yet, this will add that new group into Vitrium. If the group is already created in Vitrium, be sure to spell it exactly the same to ensure this user gets added to that group. We recommend checking the groups after you import the file.
• ForcePasswordReset: Enter TRUE if you want users to change their password before accessing any content. This is recommended if you want to force the user to change their password before logging in for the first time. You should inform them to check their junk folder for the password reset email. Additional password controls can be set in the Security Settings section.

 

Understanding the Columns in the Users Section

This is what the USERS section of Vitrium looks like with the definitions of each column below:

Note: some columns may not appear for your edition.