Admin Console - Users

The Users section of the admin console is where a PreVeil organization administrator can add new users, delete existing users, promote existing users to administrator status, and manage user devices.

1 Adding Users
2 Changing a User’s Role
3 Managing User Devices
4 Deleting Users
5 Exporting Users List

Adding Users

To invite users into your PreVeil organization:

Click the Admin Console icon in the upper right-hand corner of the PreVeil browser application, and then select Users from the menu.
Click on the + button.

On the Individual tab, enter the user’s email address, first and last name, and department, and click on Create Account.

The Email Address, First Name, and Last Name fields are all permanent values that cannot be changed later. The Department field, however, can be modified at a later date should you choose to do so.

You’ll receive a notification that the user has been successfully invited.
The invited user will receive an invitation email to the mailbox that will ask them to take two steps:
- Download and install PreVeil.
- Accept the invitation to join the organization. Accepting the invitation will be what creates their account for them.

Alternately, you can add a group of users, by clicking on the Group Upload tab, downloading our CSV template, filling it out, and uploading it.

If you invite someone to join your organization and that person already has an existing PreVeil account, you will see this additional message during the invitation process:
This existing user will receive an invitation in their PreVeil mailbox to subsume their existing account into the organization. Steps for subsuming the account can be found here: https://preveil.atlassian.net/servicedesk/customer/portal/14/article/2627928066.

If any of your users have special characters in their name, you will need to save the file in the .CSV-UTF-8 format prior to uploading, otherwise the upload will fail.

Once the user has been added, they will show as Pending until they accept your invitation to join your PreVeil organization. Once they’ve accepted the invitation, the Pending badge will go away you will then be able to manage them in the Admin console.

To resend an invitation email to a pending user, click on the checkbox next to the user’s entry, and then click on the envelope icon.
Click on the Send Invites button to resend the invitation email.
You’ll receive confirmation that the invitation email was resent.

When you add users, they automatically receive an email invitation to join your PreVeil organization. Users must create an account by clicking the link in this email within four weeks. If a user hasn’t claimed the account after two weeks, the account will be deleted and the administrator will need to re-invite the user.

Changing a User’s Role

There are two role levels for PreVeil users in an organization:

Administrators are responsible for managing the PreVeil organization.
- The person who creates the PreVeil organization will become, by default, it’s first administrator.
- Only administrator level accounts will have access to the Admin console in the PreVeil browser application.
- Only an administrator can promote a standard level user to become a co-administrator.
- An administrator cannot downgrade themselves to a standard level account, but an administrator can downgrade another administrator to a standard level account.
- In addition to access to the Admin console, an administrator level account will also have access to all the rest of the PreVeil application functionality.
Standard level users have access to all the PreVeil application functionality with the exception of the Admin console.

To change a user’s role in the organization from Standard to Admin:

Click the name of the user who’s role you want to change.

In the dropdown menu under Role, select Admin User.

Click the Save Changes button.

You’ll receive a notification that the user has been successfully updated.

Managing User Devices

Administrators in a PreVeil organization have the ability to lock access to PreVeil on any device within the PreVeil organization.

To lock a user’s device:

Click the name of the user who’s device you want to lock.
Click on the Devices tab.
Click on the Lock button next to the device you want to lock.
Click Yes to confirm that you want to lock PreVeil on this device.
You will receive a notification that the device has been locked.

Deleting Users

Administrators in a PreVeil organization have the ability to delete any existing users from that organization.

Deleting a user will allow you to repurpose their PreVeil license seat for a new user.
Deleting a user will remove all access to any data they have in their PreVeil account.
Before deleting a user, please use these steps to export any data from their account that you may want to retain: https://preveil.atlassian.net/servicedesk/customer/portal/14/topic/3dd75134-7ed7-4ae4-bc85-137b17aa41b4/article/2856157193.
If the Admin Management approval group is enabled it will require the group’s approval before the user is deleted.

To delete a user:

Click the checkbox next to name of the user who you want to delete.

Click on the trash can icon.
Click Yes to confirm the deletion of the account.
You’ll receive confirmation that the selected user account has been successfully deleted.

Exporting Users List

To export a list of users in your organization to a CSV file:

Click on the Export Users button.
Select a location to where you want to download the file.
The exported file will provide the following information.