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How to provision users on vaultastic

Table of Contents

Provision users on Vaultastic

As an admin of the Vautastic domain, you can provision users, manage their properties and access their Vaultastic account.

Once you provision users on the Vaultastic domain, you need to configure your primary domain to enable the email archival for users. On successful configuration of your primary domain, email messages (sent/received from the primary domain) are archived on the Vaultastic domain.

Logon to the Admin Panel

Steps to logon to the Vaultastic domain

1. Go to the URL to access the Vaultastic domain which follows the format https://<domain>.vaultastic.com

For example, use the URL "https://vn1.vaultastic.com" to access the Vaultastic domain vn1.vaultastic.com
Logon to the Vaultastic domain using postmaster user which is the primary admin having rights to manage the Vaultastic domain.
If you do not know the password or have forgotten the password, use the Forgot pass app to reset the password of your Vaultastic account.
You will receive the Verification code required to reset the password on your primary email id.
(When creating the Vaultastic domain, the primary email id of the postmaster account is set to the email id of user who provisioned the domain.)

Set Alt ID Archive User 01.png

If you sign in to the application for the first time, online help window will display.
You can take a complete tour of the application to learn how it works or decide to take a tour later.
Later, you can click the question mark (?) icon, to start the quick tour of the application.

Set Alt ID Archive User 02.png

Provision Users on Vaultastic

As an admin user, you are allowed to provision users on the Vaultastic domain.

Add Users

Steps to provision users on the Vaultastic domain

1. Navigate to the Admin Panel
If you are logging on to the Admin Panel for the first time, you will see the system users created on the domain.

Set Alt ID Archive User 002.png

2. From the left pane,

  • Select the Vaultastic domain from the list domains you have rights to manage.
  • Click the Users option to view the list of users present on the domain.

3. From the middle pane, click the Add User icon.

Set Alt ID Archive User 03.png

4. On the Add User window, provide the details

  • User name

Note : User name of the Vaultastic id and primary email id MUST be same.

For example: If primary email id of the user is [email protected],
then vaultastic id of that user MUST be
[email protected]

  • Set password .

Note : Ensure the password follows the password complexity rules set for the domain.

  • For COS, choose
COS Type User Type
archiveusercos All normal users
archiveadmincos All admin users
  • Click the + sign to enter the record
  • Repeat the steps to add more users
  • Continue to validate user details
  • Click Done to exit the process.

Set Alt ID Archive User 04.png

Import Users CSV spreadsheet

Steps to provision users on Vaultastic

1. Navigate to the Admin Panel
If you are logging on to the Admin Panel for the first time, you will see the system users created on the domain.

Set Alt ID Archive User 002.png

2. From the left pane,

  • Select the Vaultastic domain from the list domains you have rights to manage.
  • Click the Users option to view the list of users present on the domain.

3. Click the Import Users icon to add multiple user records saved in a CSV file format.

Vaultastic Import Users 1.png

4. Select File to be imported from your machine.

Vaultastic Import Users 2.png

5. Locate the required CSV file on your machine.

Vaultastic Import Users 3.png

6. Click Continue to proceed.
The application validates the user details, checks for duplicate records and shows the validation status.

Vaultastic Import Users 4.png

7. After user validation,

  • You can Ignore the warnings and Update the valid properties of the users.
OR
  • You can Cancel the import and update user records in the CSV file.
OR
  • If users are added successfully, click the Update Properties button which updates all the user records with the properties mentioned in the CSV and displays the updation status.

Vaultastic Import Users 5.png

8. You can view the invalid properties ignored by the application.

  • You can ignore the invalid properties and proceed to continue
OR
  • Update the CSV with valid data and re-import the CSV.

Vaultastic Import Users 6.png

9. Once the updation is complete, click the Done button to exit the process.

Vaultastic Import Users 7.png

10. You can see the newly added users in the list.

Set user properties

For all the newly added users, set the user properties mentioned below.

Set First Name, Last Name of the user

Set First Name and Last Name of the user.
Display Name is generated automatically by concatenating First Name and Last Name.

Set Primary Email ID

Provide Primary Email ID of the user.
Primary email id is used while resetting the forgotten password of the account.
User will receive the verification code required to reset the password of the account on this id.

Set Mail From id

Specify the primary id of user as the Mail From id of the user.
If user replies to/ forwards a mail using the Vaultastic account, it will be sent from the mail from id specified in this box.

Manage user's access to Vaultastic account

As an admin, you can manage the access rights of the users on the Vaultastic domain.

Account Status Access to Vaultastic Account
Enabled User can access the Vaultastic account
Disabled User can not access the Vaultastic account
Partial Mails are archived but user cannot access the Vaultastic account

By default you should keep access to the Vaultastic account Partial for all the users.
Enable the access to the Vaultastic account for users as required.

Save the settings

Click the Save button to update the changes.

Set Alt ID Archive User 05.png

Reset the password of a user account

If required, you can reset the password of the user's account on Vaultstic.
Enter the new password as per complexity configured for your domain.
Click the Save button to update the password.

Control access to the operations to be performed

As an admin, you can control the access to the operations a user can perform from the Vaultastic self service portal.

  • Toggle the Enable Reply all or Forward switch to allow/deny a user to reply, reply all or forward a mail from the Vaultastic self service portal.
  • Toggle the Enable download and export switch to allow/deny a user to download or export mail from her Vaultastic account.
  • Click the Save button to update the settings configured for the user.

Control access to operations.png