---
title: "Adding User Accounts"
slug: "adding-user-accounts-3"
tags: ["8.2", "Portal"]
updated: 2025-06-15T12:30:18Z
published: 2025-06-15T12:30:18Z
canonical: "kb.ctera.com/adding-user-accounts-3"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.ctera.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding User Accounts

You can add users to the portal in the following ways:

- Using directory services, such as Active Directory. For information about using a directory service, see [Using Directory Services For the User Management](/v1/docs/using-directory-services-for-user-management-3).
- Adding the user directly in the portal.
- Inviting a user to register.
- Importing user details to the portal.

## Adding Users In the Portal User Interface

**To add a user or edit an existing user in the portal:**

1. Select **Users > Users** in the navigation pane. The **Users** page is displayed. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-OPSVIH4Y.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)
2. Click **New User**. The **New User** window is displayed. ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-84ZD8QNT.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)
3. Complete the fields in the **Profile** option. **Username** – A name for the user's CTERA Portal account. **Email** – The user's email address. **First Name** – The user's first name. **Last Name** – The user's last name. **Company (Optional)** – The name of the user's company. **Role** – The user's role:

**Status** – Select the account status:

          **Note**

          

In order to access the end user portal view, the user must have a role other than **Disabled**, and the status must be enabled.

**Language** – The language used for the user interface. **Expiration date** – The expiration date of the user account. **Password / Retype Password** – A password for the user's account. Password requirements depend on the password policy, which can be set in the **Virtual Portal Settings** window, described in [Password Policy](/v1/docs/configuring-team-portal-settings-5#password-policy). **Force Password Change** – An expiration date for the user account password. When the password has expired, the user must configure a new password on the next login. **Numeric UID (Optional)** – A numeric user ID to assign the user's account. **Comment** – A description of the user account.
  - **End User** – The user can access the portal as an end user.
  - **Disabled** – The user account is disabled. The user cannot access the portal.
  - **Read/Write Administrator** – The user can access the end user portal view as an administrator with read-write permissions.
    - **Read Only Administrator** – The user can access the end user portal view as an administrator with read-only permissions.
    - **Compliance Officer** – The user can access the end user portal view as an administrator with read-write permissions and manage compliance settings for cloud drive folders.
  - **Enabled** – The account is enabled, and the user can access the portal.
  - **Disabled** – The account is disabled, and the user cannot access the portal.
  - The default value for new users is *Enabled*.
  - The default value for invited users is *Disabled*. The status changes to *Enabled* when the invited user activates the account.
4. Click **Save**.

After a user is added, the administrator can edit the user details, which include additional options, such as the user devices and cloud drive folders.

The user receives an email and can access the portal using the username and password from the administrator. By default, the email does not include the user password, for added security, and the user must contact the portal administrator for the password. Inviting users from the **Users** page, with the **More > Invite** option, enables the user to choose a password on initial logon without needing to contact the administrator. For details, see [Inviting Users to Register](/v1/docs/adding-user-accounts-3#inviting-users-to-register).

## Inviting Users to Register

1. Select **Users > Users** in the navigation pane.  

The **Users** page is displayed.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-HLGDL3Q1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)
2. Click **More > Invite**.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-28LTVV5Q.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)  

The **Invite a user to register** window is displayed.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-N2BCRZ7Z.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)
3. Enter the following:  

**Email** – The email address of the user you want to invite to register.  

**Note to User** – A message you want to send to the user.
4. Click **Send Invitation**.

The invited user receives an invitation by email with a link to complete the registration. The user chooses a password on initial logon without needing to contact the administrator. Administrators receive email notifications that the user has registered.

**To control the expiration period of registration invitations:**

1. Select **Settings** in the navigation pane.  

The **Control Panel** page is displayed.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-W6Q5JAN1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)
2. Select **Virtual Portal**, under **SETTINGS** in the **Control Panel** page.
3. Override global settings if necessary.
4. Scroll down to **User Registration** and set the number of days the invitation is open.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-VCVS1CO1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)
5. Click **Save**.

## Importing Users from a File

You can import users and their details from a comma separated values (*.csv) file.

The *.csv file's columns must be in the following order:

1. Username
2. First name
3. Last name
4. Email address
5. Company (Optional)
6. Password
7. Role – Valid values: ReadWriteAdmin, ReadOnlyAdmin, Support, EndUser
8. Plan (Optional)
9. Numeric UID (Optional)
10. External Account ID (Optional)
11. Comment (Optional)
12. Status (Optional) – Valid values: active, inactive

Optional fields can be left blank. The following example csv file includes users rw-admin, support, and user1:

```
rw-admin,John,Doe,flast@example.com,,Chang3Me!,ReadWriteAdmin,,,,
Read/Write Admin Account,active
support,Jane,Doe,support@example.com,,Chang3Me!,Support,,,,Support Account,inactive
user1,Fred,Blogs,fblogs@example.com,,Chang3Me!,EndUser,Default,1,,,active
```

where:

| Field | First User | Second User | Third User |
| --- | --- | --- | --- |
| Username | rw-admin | support | user1 |
| First name | John | Jane | Fred |
| Last name | Doe | Doe | Blogs |
| Email address | flast@example.com | support@example.com | fblogs@example.com |
| Company | — | — | — |
| Password | Chang3Me! | Chang3Me! | Chang3Me! |
| Role | ReadWriteAdmin | Support | Enduser |
| Plan | — | — | Default |
| Numeric UID | — | — | 1 |
| External Account ID | — | — | — |
| Comment | Read/Write Admin Account | Support Account | — |
| Status | active | inactive | active |

**To import users from a .csv file:**

1. Select **Users > Users** in the navigation pane.  

The **Users** page is displayed.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-HLGDL3Q1.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)
2. Click **More > Import CSV File**.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-28LTVV5Q.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)  

The **Import Users** window is displayed.  

![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-OKN3LX2S.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A43%3A37Z&se=2026-11-11T05%3A43%3A37Z&sr=c&sp=r&sig=ua6eKfB93BnuD53iF2F2fCbdogtbpf7mB05Rgcw0DKg%3D)
3. Click **Upload** and select the file with the users to upload.
4. Click **Open**.  

The file is uploaded and the **Import Completed** window is displayed.
5. Click **Finish**.