Workflow for creating and importing users and groups

1. (Optional) Customize user profile fields.

A user profile field is an attribute of your organization’s Adobe Connect user profile. The fields for First Name, Last Name, and e‑mail are required and cannot be modified. However, you can add other predefined fields, create new fields, and change their order in the user profile. See Customize user profile fields .

2. (Optional) Set login and password policies.

You can set login and password policies, password expiration, password format, and password length. See Set login and password policies .

3. Create custom groups.

Adobe Connect includes several built-in groups, see Built‑in permission groups . You can also import groups. If you need additional groups, you can create custom groups in Connect Central. It’s a good idea to create custom groups first so you can add users as you import them to the account. See Create a custom group manually .

4. Add users and groups.

To add users and groups to Adobe Connect, use the Lightweight Directory Access Protocol (LDAP), comma-separated value (CSV) files, or create users and groups manually.

Working with LDAP-acquired users and groups

In LDAP-enabled organizations, Adobe Connect acquires all its user data directly from the user directory of your organization. This data includes information such as login, name, and phone number. You would probably not be involved in adding new users or groups to the system, because this process occurs outside Connect Central. Once the LDAP integration is configured, manually assign LDAP-acquired users or groups to the Built-in group appropriate for their job functions. For more information, see Migrating, Installing, and Configuring Adobe Connect Server 7 available online at www.adobe.com/go/connect_documentation_en .

Importing users and groups through CSV files

You can import large numbers of users and groups through a CSV file. Your directory might have a utility for exporting users and groups to CSV files, or you can create CSV files yourself. Your CSV files must be in a specific format. You can modify the imported users and groups in the same way you would any user or group that was manually created. See Import users and groups from CSV files .

Adding users and groups manually

You can assign new users to a Built-in group, or you can create custom groups that are specific to your organization. It is best to create these groups before creating users manually. See Create a user manually and Create a custom group manually .

5. Assign users to groups.

Once you have imported or created users and groups, set permissions so users can access content and create meetings, trainings, events, or seminars. The Built-in groups have default permissions. Assign users and groups to the Built-in groups as an easy way to set permissions. User account administration is simpler when you are managing groups rather than individuals. See Add or remove group members