You can add users to your team portal in four ways.

  1. Individually/Manually
  2. Import from On-Premises Active Directory
  3. Add from Azure Active Directory
  4. Create Multiple Users at the Same Time


1. Add Users Individually/Manually

You can add users manually if your user management is set to Morro Users Mode.




Click Create User to open the Create User panel.



Create User Information

In the panel is up, you can add a new user by entering a Network User name, Full name, and an email address.


Network User name

The username used to when accessing the Shares and Team Portal for the account. The network user name must conform to the requirements specified for SMB access of your user's client computer environment.  Once the account is created, the network user name cannot be changed. To change the network user name, delete the account and create a new one with the new network user name.

Full Name

The full name of the user. The full name is displayed in emails, notifications, and other communications with the 


Email

The email address belonging to the user the account is being created for. The email address is used to verify the user.


Primary Group

Each user must be a member of at least one group, which is referred to as the primary group. A group cannot be deleted if it is the primary group for a user.


Secondary Groups

Users can belong to multiple groups. Set the user's group membership to adhere to your security settings.


Click the CREATE USER button to complete the process. An email will be sent to the user to verify the user account and to create password.


2. Add Users from Active Directory

When using Active Directory Mode, it's not necessary to Create Users in the account. By default, Morro Data will authenticate users using Active Directory. Unless specified by the Administrators, all valid users in Active Directory can access shares, folders and files in Morro Data based on the admin specified access control list (ACL) settings. 


If admins do want to manage users or groups from Morro Data, they can import users or groups from Active Directory.




Click Import User/Group from ADS top open the Import from AD panel.



Enter a search string for the User or Group name in the "Query String" field. You can use an asterisk (*) to search as a wildcard.


Click FIND NOW to find your users and groups.


If the user or group is found, it will be listed in the Search Results panel.


Check the box next to the users or groups you want to import. Check the box next to "Type" to select all items in the Search Result


Click IMPORT NOW to import the selected users or groups into your Morro Account.


3. Add from Azure Active Directory

When using Azure Active Directory, there is no need to create users in the system. Users can add their Azure AD (Office 365) user accounts by logging into the Team Portal after the account has been added to your organization's Azure Active Directory in the Azure Portal. 


For more information on how to add the account to Azure Active Directory, refer to the article Azure AD Mode.


4. Add Multiple Users at the Same Time (Import Users with CSV)

You can add users manually if your user management is set to Morro Users Mode.


You can add multiple users at the same time either manually or using a CSV file.



Click Create Multiple Users to open the Create Multiple Users popup.



There are two ways to add multiple users at the same time:

  • Manually add users in the Create Multiple User interface.
  • Import users from a CSV file.


Manually Add Users in the Create Multiple User interface


Enter user information on each line in the interface. Columns with an asterisk (*) are required.


Network User name

The username used to when accessing the Shares and Team Portal for the account. The network user name must conform to the requirements specified for SMB access of your user's client computer environment.  Once the account is created, the network user name cannot be changed. To change the network user name, delete the account and create a new one with the new network user name.

Full Name

The full name of the user. The full name is displayed in emails, notifications, and other communications with the 


Email

The email address belonging to the user the account is being created for. The email address is used to verify the user.


Password

Specify a password for the user.


Primary Group

Each user must be a member of at least one group, which is referred to as the primary group. A group cannot be deleted if it is the primary group for a user. If the group does not exist, the system will create the group for you.


Secondary Groups

Users can belong to multiple groups. Set the user's group membership to adhere to your security settings. To enter multiple secondary groups, use a semi-colon (;) to separate each group. If the group does not exist, the system will create the group for you.


Notes:

  • If you need to add more users than the entries provided, you can add extra entries by clicking ADD USER.
  • Click the trashcan icon to remove the entry.


Click SAVE to complete the process.


Import Users from a CSV File


Create a CSV (comma separated value) file with the following criteria:


  1. The header of columns in the csv file must be: "NetworkUserName", "FullName", "Password", "Email", "PrimaryGroup","SecondaryGroups".
  2. In "SecondaryGroups", you can specify multiple groups in by using a semi-colon ";" to separate each group name. ("admin" is not allowed as a group name). If the group does not exist, the system will create it. 
  3. SecondaryGroups and Password columns are optional, but must be left blank. If you do not set a password for user, the system will generate a random password for the user. The user can reset their password using the Forget Password? button in the login page.
  4. Users need to change password during first login.



Click IMPORT USERS to choose the CSV file.