Adding users
Add members one by one, from a list of emails or a CSV file, with their role.
There are three ways to create user accounts in Elium:
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In the settings: you add the members yourself, one by one, from a list of email addresses or from a CSV file.
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Just-in-time creation: Elium creates the account the first time a person signs in with your single sign-on (SSO), if they match the rules set for your SSO.
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Automatic synchronisation (SCIM, System for Cross-domain Identity Management): your identity provider creates the accounts, updates the profile details and disables the account when a person leaves your organisation.
The last two need a connection to your identity provider, described at the end of this page.
Each member uses one seat of your plan. When all the seats are used, the "Add members" button is disabled.
Open the Add Members window
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Click your profile picture in the top right corner, then click "Settings".
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In the menu on the left, open "General" and click "Members".
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Click "Add members".
Add one member
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In the "One by one" tab, enter the "Email", the "First Name" and the "Last Name". The email is also the login. To use a different login, click "Use another login".
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Keep "Send an invitation email to the new user(s)" ticked to send the invitation now. You can add your own text under "Message".
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Under "Permissions", choose the "System Role" and the "Space memberships". The member also joins the default spaces of the platform.
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Under "Language", choose the "Interface Language" and the "Content Language", or keep "Automatic".
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Under "Profile Fields", fill in the member's profile if you want.
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Click "Add Members".
By adding a member, you confirm that you have their explicit consent to process their personal data.
Add several members
In the "With a list of emails" tab, paste the email addresses, one per line. Then choose the invitation, the permissions and the languages, as for one member. All the members of the list get the same settings.
Import members from a CSV file
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In the "With a CSV file" tab, click "Upload CSV" and choose your file. Only the email column is required. The file can come from your company directory: ask your IT team for an export with the email addresses and the profile details you want to fill in.
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Under "Fields mapping", match each column of your file to a profile field. Put the column names in the first row of your file: Elium shows them next to each list.
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Choose the invitation, the permissions and the languages, then click "Add Members".
Invite members later
If you did not send the invitation, or if the member has lost it, the member keeps the "Pending" status until they sign in. To invite all the pending members at once, click "Actions" on the Members page, then "Send invitations to all non-registered users". Write the message to add to the invitation email, then send it.
Single sign-on and directory sync
Both need to be set up on our side. To set them up, contact the support team at support@elium.com.
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Single sign-on (SSO): Elium connects to identity providers that use SAML 2 (Security Assertion Markup Language) or OpenID, for example Active Directory Federation Services (ADFS) or Microsoft Entra ID. A person who is already signed in on your network opens Elium without entering a login or a password, and Elium reads their profile details from the identity provider at the same time. With just-in-time creation, the account is created at their first sign-in.
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Directory sync (SCIM): your identity provider keeps the list of members up to date. It works with Microsoft Entra ID, formerly Azure AD (see the Microsoft tutorial), and with Google Cloud Identity. SCIM creates the accounts, updates the profile details and the groups in real time, and disables an account in Elium when you disable it in your directory. Check first that your identity provider supports SCIM.
Questions
Can we change the profile fields?
Yes. The fields under "Profile Fields" are the same for every member of the platform. To add, remove or rename a field, contact your customer success coach or the support team at support@elium.com. You can then fill in the fields from a CSV file when you add members, or keep them up to date from your directory with SCIM.