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Create user profile

The Users page displays all user profiles and allows you to create, manage, or delete profiles. You can:

  • Create users individually

  • Import users in bulk using a CSV file or a ZIP archive (with user photos)

  • Export user profiles in bulk as a CSV file

Creating a user profile involves entering user details, assigning resource access, and optionally configuring security settings.

Add a user profile

  1. In the Admin Console, click Users.

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  2. In the top-right corner, click Create User.

  3. in the Profile section, enter the required details.

    First Name

    Enter the user's first name.

    Last Name

    Enter the user's last name.

    Mobile Phone Number

    Enter a number to send an activation token via SMS.

    Email

    Enter an email address to send the registration invite.

    Device ID

    Optional. Enter the device ID or computer name for automated activation of SG Desktop.

    Staff ID

    Optional. Enter an employee ID or similar identifier.

    Username

    Enter the username for authentication.

    It does not have to be the user's email address.

    Instance

    Select the resource the user will access.

    An instance is the VDI environment, Windows desktop, or web application for the user profile.

    To learn more, see Instances

    Project

    Optional. Assign a project to group similar user profiles.

    A project can represent departments, teams, or specific initiatives to help organize and track user access.

    To learn more, see Projects

    Security Group

    Optional. Assign a security group to apply preset security settings.

    Security groups help enforce access controls, authentication methods, and device restrictions for specific user roles or departments

    To learn more, see Manage Security Groups

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