Customer accounts

Organizations become your ‘customer’ / Account as soon as they try to login on any of your applications, or when you add / invite them. To already provide your customers with access to your application (and invite them to create a Veriam account, which they can use to login to your applications), you can manually add or import customers.

By default, your own organization will appear in your Account list. This is to enable you to test assigning policies and/or subscriptions to your own organization / users easily.

Add account:

To manually add an account, follow these steps:

1. Open the Admin Portal.

2. Navigate to ‘Accounts’.

3. Click on ‘Create Account’.

4. In the pop-up window, enter the organization name and the email address of the (initial) admin user for that organization.

5. Confirm the information and click 'Create'. The organization will be added to your Accounts list. If the organization does not yet exist in Veriam, the admin will receive an invitation email to finalize the organization onboarding.

6. You can now create a subscription for them or assign policies to this account.

Import Accounts:

To import your customers from a CSV file, follow these steps:

1. Use the template to prepare a CSV file with the necessary information such as company name and admin name and email address.

2. Navigate to 'Accounts'.

3. Click on 'Import Accounts'.

4. Select your prepared CSV file and upload it.

5. Confirm the information and click 'Import'. The organizations listed in the CSV file will be added to your Accounts list. If the organization does not yet exist in Veriam, the admin will receive an invitation email to finalize the organization onboarding.

6. You can now create a subscription for them or assign policies to these accounts.

CSV format

The CSV file that needs to be uploaded to import accounts needs to have the exact same sturcture as the example file that can be downloaded from the portal. For ROLE values, the following values are currently supported:

• “A”; this user will become an administrator of their organization.

• “E”; this user will become an editor of their organization, which means they can edit everything.

• “V”; this user will become a viewer of their organization, which means they can view everything, but no change anything.

• “”(empty); this user will become a regular user, with means they can only manage their own profile on the Veriam portal.

Manage users from Account

You can partially manage users from your Accounts. It is possible to invite new users into your existing accounts, and you can also manage these invitations (cancel or resend) while they are not accepted yet.

As soon as an invitation is accepted, you can no longer manage these users. You can still assign policies or roles to them.

You can see the status of the invitation for the users in the Users section of the Account detail page.