Add User

Adding a new user to Splashtop Secure Workspace allows individuals to access and utilize the platform's features. There are two methods available for adding users: manual creation and invitation via email. Follow the steps below for each method.

Method 1: Manual Creation

Step 1: Access User Management

1. Log in to your Splashtop Secure Workspace super admin account or org admin account using your credentials.
2. Once logged in, navigate to the Access menu and select Users.

Step 2: Add a New User

1. On the Users page, locate the Add Users button.
2. Click on the Add User button to proceed.
3. Fill in the required information:
   • Email: Provide a valid email address for the user.
   • Username: The login ID for the user
   • Password: Set a secure password for the user's account.
   • User must change password on first login: Select this option if the user should be prompted to change their password during their first login.
   • Vault unlocks automatically on log in: Enable this option if the user's vault should be automatically unlocked upon logging in.
   • Require MFA (Multi-Factor Authentication): Enable this option if the user should be required to use multi-factor authentication for enhanced security.
   • First Name: Enter the user's first name.
   • Last Name: Enter the user's last name.
   • Role: Choose the appropriate role for the user from the available options: Super Admin, Auditor, Org Admin, Manager, Analyzer, User.

Step 3: Sharing Username and Password

1. After creating the user account, you need to share the username and password with the user.
2. Inform the user about their account creation and provide them with the following details:
   • Username: Provide the username associated with the user's account.
   • Password: Share the password set during the account creation process.
3. Instruct the user to use the provided username and password to log in to Splashtop Secure Workspace.

Step 4: Editing User Details

1. After creating the user account, you can edit the user's details if needed.
2. Select the user from the user list and click on their name or the Edit button.
3. Modify the available fields as necessary, such as changing the email, first name, last name, display name, description or role.
4. Review the changes made and click the Save button to apply the modifications.

Method 2: Invite Users via Email

Step 1: Access User Management

1. Log in to your Splashtop Secure Workspace super admin account using your credentials.
2. Once logged in, navigate to the Access menu and select Users.

Step 2: Invite a New User

1. On the Users page, locate the Invite Users button.
2. Click on the Invite Users button to proceed.
3. Provide the user's email address in the designated field.
4. Choose an email template from the available options. The email sent to the user will reflect the chosen template.
5. Configure the following options:
   • Require MFA (Multi-Factor Authentication): Enable this option if the user should be required to use multi-factor authentication for enhanced security.
   • Vault unlocks automatically on log in: Enable this option if the user's vault should be automatically unlocked upon logging in.
   • Role: Choose the appropriate role for the user from the available options: Super Admin, Auditor, Org Admin, Manager, Analyzer, User.
6. Review the entered information for accuracy.
7. Click the Invite button to send the email invitation to the user.

Step 3: User Re-invite

1. If desired, click the Re-invite button to send an email invitation to the user.
2. The user will receive an email with instructions on how to activate their account.
3. Instruct the user to follow the provided instructions to activate their account and set up their password.

Step 4: User Activation

1. The user will receive an email invitation containing instructions to activate their account.
2. Instruct the user to check their email and follow the instructions provided.
3. Once the user activates their account, they can set up their password and access the Splashtop Secure Workspace.

Step 5: Editing User Details

1. After creating the user account, you can edit the user's details if needed.
2. Select the user from the user list and click on their name or the Edit button.
3. Modify the available fields as necessary, such as changing the email, first name, last name, display name, description or role.
4. Review the changes made and click the Save button to apply the modifications.