User Creation (New / Import / Join)

Once the company account is created, employee onboarding can begin.

Note: the RoboForm for Business solution requires a RoboForm for Business account to be created for each user (employee). By clicking the “Create User” button, three options for user onboarding will be displayed: Create new user, Import users, or Join user.s

1. Create new user
Provide the user's name and email address, then click "Ok." The RoboForm for Business account will be created. Both values (name and email) are mandatory for account creation. 

 

2. Import users
This option allows companies to create users in bulk using a CSV file import. Users created via the CSV import method can be placed in sharing groups as a part of the creation process. Please follow the instructions listed in the picture below.

 

The importing feature supports new user creation, user additions (joining), and placing user accounts within groups. The groups listed in the CSV file must be created prior to import; the importing process will not create listed groups if those groups cannot be found.  

3. Join user
If some of your employees already have personal RoboForm accounts, you can invite them to join their personal accounts to your company account. Simply click on "Join user" and provide the email or User ID of the RoboForm account you would like to join and click "Ok."



What happens after a company admin creates a new user in the RoboForm for Business Management Dashboard? 
After the RoboForm for Business account is created or imported, employees will receive an email with three simple steps for completing the account creation and authentication process (sample email that users will receive is shown below). 
      

First step requires users to log in to their newly created accounts through our web portal at https://online.roboform.com/login. Here, newly created users should provide their email and the temporary password they received; this password can be found in an email that was sent shortly after the account creation by the company admin. 


Second Step is for users to enter a One Time Password that was sent to them in a second email; this second email was sent after they successfully entered their temporary master password. The One Time Password is sent in the form of a 6 digit number.

 
Third Step is for users to change their temporary Master Password by creating their own unique Master Password. 

 
 As users complete the steps listed within the emails, company admins can view the authentication progress of individual user accounts within the dashboard. 

Once the user is created: 

After the user completed the authentication process:  

What happens after the company admin invites an existing RoboForm personal account to join their RoboForm for Business Company account? 
After a company admin invites an existing personal account to join their RoboForm for Business company account, the personal account holder will receive an email asking them to complete two simple steps in order to accept the invitation(sample email that users will receive is shown below). 

First Step requires the user to log in to their RoboForm personal account through our web portal at https://online.roboform.com/login

 

Second Step requires the user to accept the invitation. 

   

 As users complete the steps listed within the emails, company admins can view the authentication progress of individual user accounts within the dashboard. 

Once the user is invited to join: 

After user completed the acceptance process: