User Report Structure
This document explains which sheets are included in the user report file and what data each sheet contains.
The first sheet is Roles. It lists all roles available in the account.
To check what a role allows, use the UI or the API. You can also refer to the Account and Mailbox sheets.
The second sheet is Permissions. It lists permissions available for the account and for mailboxes.
The third sheet is Users. Use it to fill in user details:
first name
last name
email
You can also choose whether to create a personal mailbox for each user. Enter Y or N or leave it blank.
Users can be created only for verified domains. If you add users from an unverified or inactive domain, the entire user creation process stops.
The fourth sheet is Account. Use it to set account access for specific users from the Users sheet.
You can grant access using roles or individual permissions. If the email address is incorrect, the user is not added to the platform.
The fifth and following sheets are Mailboxes. Each sheet has the mailbox ID at the top.
Use these sheets to grant mailbox access through roles or individual permissions. If the email address is incorrect, the user is not added to the platform.
After you fill in the file, upload it to create the users. Users receive emails with instructions to set up their access.
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