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Proofpoint, Inc.

How To Add & Manage Users

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 under the Users & Groups tab. Users and groups can be added manually or
through LDAP Discovery or CSV upload.

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.

Check out our video How to Manually Create Users with information on creating users, editing their profiles, and performing mass updates.

TO ADD A USER: 

  1. Navigate to Users & Groups > 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.

 

TO RESET A USERS PASSWORD: 

  1. Navigate to Users & Groups > 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 the user's name OR Edit in the Actions column.
  4. Click Reset Password.

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

TO UPDATE A USER: 

  1. Navigate to Users & Groups > 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 Users & Groups > 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 Select dropdown, select Delete.
  5. Click Apply.

TO ADD AN ALIAS TO A USER: 

  1. Navigate to Users & Groups > Users.
  2. In the Name/Email Address column, click on the name of the user you wish to add the alias to.
  3. Click the Aliases tab.
  4. Click Add Alias.
  5. Type the alias into the text box.
  6. Click Save.
  7. Repeat as necessary.