Add and Import Users

NOTE: Changes might take up to 30 mins. to complete (New Accounts included)

Adding a Single New User

1. Browse to https://cascade.viewpoint.cloud and then log in (only Cloud Admins can access the portal. Non-Admin accounts will get an error)

2. Once logged in you will see your main Cascade home screen, which should be the "User Management" tab, showing the users in the local AD in your Viewpoint cloud environment

3. Please click on "Add User" to proceed

4.  Add the First name and Last name of the new user

DO NOT change the user name as it will be automatically populated by the Cascade portal into the proper format.

5.   Enter a temporary password that the user can use to log in to reset their password, access, AVD, etc.  (Optional - Recommended).

6.  Enter a phone number for the user account (Optional)

7.  Click "ADD" to add the user to the new user batch down below

8.  Once you have added all the users you'd like to add to the batch of new users, please click "Submit Users".

NOTE:   If you do not click "Submit Users", the process will NOT be completed and the users will NOT be added

If all went OK the new accounts will show up 

Importing Users

1. Browse to https://cascade.viewpoint.cloud and then log in

2. Once logged in you will see your main Cascade home screen ("User Management" tab)

3. Please click on "Add User" to proceed

4. Click the "Import Users" tab

5. Download the XLSX template for adding users

6. Open the downloaded template XLSX in Excel

 7.  Once you are in Excel, please Add the following data for each user to be imported into the XLSX:

• UserName:  the username is in the format of FirstInitial.LastName.CompanyCode@viewpoint.cloud

• First and Last Names of the user

• Display name should be as shown above

• Phone number is optional

 8.  Save the template with the data within

 9.  Return to the web browser and click the button "Choose File"

 10.  Click submit to add the users to the list

If all went OK you should see the newly created user accounts