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Proofpoint, Inc.

How To Add & Manage Users

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Situation You need to add users, reset a user's password, add a user alias, or delete a user.
Solution

See the below instructions on how to:

  1. Manually add users.
  2. Reset a user's password.
  3. Update a user.
  4. Delete a user.
  5. Add an alias to a user.

Managing Users 

Users and groups are accessed in the User Interface under Administration > User Management. Users and groups can be added manually or
through LDAP Discovery or CSV upload.

See Importing users for import instructions.

An administrator can add a user and group by providing basic details through a web form. Users can only be
added if their SMTP address domain has already been registered.

TO Manually ADD A USER: 

  1. Navigate to Administration > User Management > Users.
  2. Click Add a User.
  3. Fill in the required information (*Required Fields).
    First Name First name of the user.
    Surname The last name (surname) of the user.
    *Email Address The primary email address of the user.
    *Role The level of privileges for the user.
  4. Click Save.

When you create an End User, a welcome email is sent by default. Users will be directed to click on an encoded
URL in order to set their own password.

Keep in mind, after creating a new user there is a propagation time up to 60 minutes for emails to be sent or received by the new user account.

For general User Management information, watch the below video. Specific steps are printed below the video as well. 

TO RESET A USERS PASSWORD: 

  1. Navigate to Administration > User Management > Users.
  2. Locate the user you wish to update.

    If you have a lot of users, consider using the Search option to find them more quickly.

  3. From the Name/Email Address column, click on the user's name OR Edit in the Actions column.
  4. Click Reset Password.

This will automatically send the user an email with a link to create a new password.

TO UPDATE A USER: 

  1. Navigate to Administration > User Management > Users.
  2. Locate the user you wish to update.
  3. From the Name/Email Address column, click the user's name OR Edit in the Actions column.
  4. Update information as needed.
  5. Click Save.

TO DELETE A USER: 

  1. Navigate to Administration > User Management > Users.
  2. In the Name/Email Address column, locate the user you wish to delete.
  3. Check the checkbox next to the user.
  4. From the menu at the top of the page, select Delete User.
  5. Click OK to confirm deletion.

TO ADD AN ALIAS TO A USER: 

  1. Navigate to Administration > User Management > Users.
  2. In the Name/Email Address column, click on the name of the user you wish to add the alias to.
  3. Click Aliases from the menu at the top of the page.
  4. Click Add Alias.
  5. Type the alias into the text box.
  6. Click Save.
  7. Repeat as necessary.

Admin accounts

With how the Proofpoint Essentials system works, an admin account is provisioned during the initial creation phase. This admin account has a special permission and that it may not be updated in some cases. The most notable item is that aliases cannot be added properly. You may need to contact support if you run into this condition.annot be updated

 

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