Creating new accounts

When you create new accounts for workspace colleagues, you have the choice between two types of accounts: the User account and the Contact account.

Users

Contacts

The User account type is suitable for anyone who needs to access all application features available on your workspace. Each User consumes a license and can be allocated storage space. A User can access and use any application available on your workspace, provided that they have the necessary license(s). A User can have public or private Contacts. Oodrive Technical Support can assign Users administrative rights to the three configuration modules: Authentication / Users / Sharing.

The Contact account type is suitable for anyone who simply needs to access the workspace to interact with items made available to them by Users. Contact accounts do not consume licenses. A Contact can be created with or without a user name. A contact cannot access the Oodrive Media, Oodrive Save and Oodrive Meet applications.

Create a new account

1. In the navigation panel on the left side of the page, click Create and select the account type to create: User or Contact.

   Note

   If you only own the Oodrive Save or Oodrive Media, you will only be able to create User accounts, via the Create a user button.

2. You must complete all required fields regarding the person for whom you are creating the account:

   • First and last name

   • Email address

   • Username (optional for Contacts)

     Note

     If you want to create a Partner account in Oodrive Work, you need to enter a login for your Contact. Once authenticated, your Contact will be able to access the collaborative shares and the teamspace made available to them.

   • Account status ("open" by default)

   • Two-factor or passwordless authentication (if the option is enabled)

     Careful

     If the use of an SMS code has been activated, a mobile phone number must be provided. Likewise, if the security key is activated, the user must have a Yubikey device at their disposal.

   • Email message language preference

   • The owner of the Contact

     Note

     If you would like to make an account visible to your platform colleagues, you must check the option Visible to other users.

   You can also fill in the optional fields as needed and assign additional applications to your users if you have the necessary licenses..

3. Click Save.

To access created accounts, click Users or Contacts in the navigation panel along the upper-left side of the page.

Create accounts in bulk

Importing using CSV or XLSX file types allows you to automate the creation of new accounts. Two pre-filled file templates are available - the Users template and the Contacts template - allowing you to quickly prepare the import file with all the personal details and account options for each of your workspace colleagues.

If your workspace has both User and Contact accounts, you must follow the following steps:

Step 1: Make two separate lists identifying those individuals requiring a Contact or User account.

Step 2: First prepare the Users template for import.

Users will be able to access all workspace application features and will have their own list of Contacts (which may be visible or hidden to other Users).

Step 3: Prepare the Contacts template for import by associating each Contact with a User. You must also choose whether each account should be made visible on the workspace.

Import a list of Users

2. In the navigation panel on the left side of the page, click the Users section.

3. Click Import in the upper-right side of the page.

2. Click Download list template to start downloading the list template in XLSX format in your browser.

   

3. Open the file and fill out each line with the required information for each of your users, based on the pre-filled examples in each column. Below is a table providing explanations to help guide you in preparing the XLSX file.

Key	Explanation
LASTNAME*	Required field
FIRSTNAME*	Required field
EMAIL*	Required field
STATUS*	Required field Three account statuses are possible: ACTIVE / INACTIVE / CLOSED (active, inactive, closed)
LOGIN*	Required field Various formats are allowed: last name.first name/ first name.last name / firstname.lastname@company.com
MAIL_LANGUAGE*	Required field The preferred email notification language: en / to / of / nl / are / it / pt - br / zh - cn / ja / th
SHARE_SPACE_MAX*	Required field for Oodrive Work, Oodrive Work_share and Oodrive Meet users. If you are not implementing any of the solutions listed above, you can leave this field blank. The storage space allocated to the user: GB = Gigabyte KB = Kilobyte
SAVE_SPACE_MAX*	Required field for Oodrive Save If you are not implementing Oodrive Save, you can leave this field blank. The storage space allocated to the user: GB = Gigabyte KB = Kilobyte Careful: When implementing Oodrive Save, you must allocate at least 1 Gigabyte of storage space to your users.
VISIBILITY_SCOPE	The visibility of the user to others on the platform: PUBLIC / PRIVATE (public or private) Important: If you are implementing Oodrive Saveor Oodrive Media, enter “PUBLIC”.
MODIFICATION_PREVENTION	Two options are possible: YES / NO If you put "YES ", the user will not be able to edit their profile information. Prerequisite: You must also activate this option in the Settings.
COMPANY	The company of the person associated with the account
COMPANY_DEPARTMENT	The Department of the person associated with the account
FUNCTION	The job position of the person associated with the account
TFA	Passwordless or two-factor authentication, depending on the Access Management module settings Four possible options: TOTP / NONE / SMS / FIDO2 TOTP = temporary code (time-based one-time password) NONE = none SMS = the code received via SMS, available if the SMS module has been set up for your workspace FIDO2 = Yubikey security key and PIN Careful: If you specify an authentication mode (TOTP, SMS or FIDO2), it will not take effect until activated in the Access management module.
CITY	The city of the person associated with the account
ADDRESS	The address of the person associated with the account
ZIPCODE	The postal code of the person associated with the account
COUNTRY	The country of the person associated with the account
PHONE	The mobile phone number of the person associated with the account Careful: When authentication via SMS is enabled, you must complete this field, otherwise the employee will not be able to log in to the platform until you enter their correct mobile phone number.
BIOGRAPHY	The biography of the person associated with the account
CREATION_DATE	This field is automatically filled during import
SUSPENSION_DATE	On this date, the account status will change to 'INACTIVE' (suspended): dd/mm/yyyy/hh:mm
CREATION_NOTIFICATION	Two possible options: YES or  NO If you put ‘YES’, the user will receive an email when their account is created. Careful: To perform a silent install of Oodrive Save, enter “NO”.
EXPIRATION_MODE	Two possible options: DEFAULT or DISABLED If you put "DEFAULT", automatic expiration of the account will depend on the settings configured in the "Settings” section of the Users module. If you put "DISABLED", the account will never automatically expire.

Note

It is very important that you follow the language and formatting of pre-filled items in the form to avoid errors when importing.

4. Once you’ve completed the form, according to the formats provided and taking care to fill in all required fields, save the file to your computer.

5. Return to the Import button in the top-right part of the page and click Browse to select the file saved on your computer.

6. Click Import along the bottom of the menu.

Import a list of Contacts

1. In the navigation panel on the left side of the page, click the Contacts section.

2. Click Import in the upper-right side of the page.

3. Click Download list template to start downloading the list template in XLSX format in your browser.



4. Open the file and fill out each line with the required information for each of your contacts, based on the pre-filled examples in each column. Below is a table providing explanations to help guide you in preparing the XLSX file.

Key	Explanation
OWNER_LOGIN *	Required field Every Contact belongs to a User account. You must enter their username
LASTNAME *	Required field
FIRSTNAME *	Required field
EMAIL*	Required field
STATUS *	Required field Two account statuses are possible: ACTIVE / CLOSED
LOGIN	Various formats are allowed: last name.first name/ firstname.lastname / firstname.lastname@company.com
VISIBILITY_SCOPE *	The visibility of the Contact to others: PUBLIC / PRIVATE (public or private)
MODIFICATION_PREVENTION	Two options are possible: YES / NO If you put "YES ", the contact will not be able to edit their profile information. Prerequisite: You must also activate this option in the Settings.
COMPANY	The company of the person associated with the account
COMPANY_DEPARTMENT	The Department of the person associated with the account
FUNCTION	The job position of the person associated with the account
TFA	Passwordless or two-factor authentication, depending on the Access Management module settings Careful: If you specify an authentication mode (TOTP, SMS or FIDO2), it will not take effect until activated in the Access management module. Four possible options: TOTP / NONE / SMS / FIDO2 TOTP = temporary code (time-based one-time password) NONE = none SMS = the code received via SMS, available if the SMS module has been set up for your workspace FIDO2 = Yubikey security key and PIN Careful: If a Contact needs access to Oodrive Sign only, indicate “NONE”.
CITY	The city of the person associated with the account
ADDRESS	The address of the person associated with the account
ZIPCODE	The postal code of the person associated with the account
COUNTRY	The country of the person associated with the account
PHONE	The mobilephone number of the person associated with the account Careful: When authentication via SMS is enabled, you must complete this field, otherwise the employee will not be able to log in to the workspace until you enter their correct mobile phone number.
BIOGRAPHY	The biography of the person associated with the account
MAIL_LANGUAGE *	Required field The preferred email notification language: en / to / of / nl / are / it / pt - br / zh - cn / ja / th
CREATION_DATE	This field is automatically filled during import
SUSPENSION_DATE	On this date, the account status will change to 'INACTIVE' (suspended): dd/mm/yyyy/hh:mm
OWNER_FIRSTNAME	Every Contact belongs to a User account. You must enter that User’s first name.
OWNER_LASTNAME	Every Contact belongs to a User account. You must enter that User’s last name.
CREATION_NOTIFICATION	Two possible options: YES or  NO If you put ‘YES’, the user will receive an email when their account is created. Careful: If a Contact needs access to Oodrive Sign only, indicate “NONE”.

Note

It is very important that you follow the language and formatting of pre-filled items in the form to avoid errors when importing.

5. Once you’ve completed the form, according to the formats provided and taking care to fill in all required fields, save the file to your computer.

6. Return to the Import button in the top-right part of the page and click Browse to select the file saved on your computer.

7. Click Import along the bottom of the menu.