Manage users

How to create user accounts

Being an admin of a company or team account created via signing up with email, you can create a user account by following these steps:

1. On the More menu on the Shared Email Templates pane in your Outlook, select Manage account.
   
2. In the Shared Email Templates app, go to the Users section and select Create User.
   Note. The Create User button is not available in company or team accounts created via signing up with Microsoft.

   

3. A sidebar with the form to be filled in will appear.
   

   Fill in the Account section.

   Tip. You can also use Azure Active Directory to look for users' details. Just click this icon:
   

4. Click the Subscription key box to assign a key to the user.
   

   A dialog showing a list of available subscription keys will appear so that you can select the necessary key.

   Tip. If you have recently bought a subscription and want to add the key associated with it to the list, go to Account Details and select Add Key.
   

5. To let the user join the necessary team(s) right away, click the Add to Team button.
   
   In the Add to Team dialog, select a team, choose a role that the user is supposed to take on there (User or Editor), and then click Add.
   
6. When you're done with the Create user form, click the Create button.
   

As soon as you create the user account, the user will receive a notification email inviting them to sign in to their Shared Email Templates account with their email address and a one-time password.

How to import users from Azure AD

1. On the More menu on the Shared Email Templates pane in your Outlook, select Manage account.
   
2. In the Shared Email Templates app, go to the Users section and select Import Users.
   
3. With the Microsoft Active Directory option selected, click Import.
   
4. Sign in to your Microsoft work or school account via the Microsoft dialog that will appear.
5. In the Import users dialog, select those of your colleagues whom you want to join your company or team account.
   Note. If you added some users to your account previously, they will be absent from the list of users shown in the dialog.

   If you want to change a subscription key that was assigned automatically, use any of the two following options: Assign key or Assign key to selected users. Then click the Import button.
   

6. The Importing results dialog will appear saying how many rows have been processed and how many users have been imported successfully. Select OK.
   

   If something goes wrong, the importing results dialog will contain detailed information on the occurred errors. For example, an error will occur if your colleague already has a Shared Email Templates account and therefore can't be added to yours.
   

   To see an error description in full, hover the cursor over it.
   

   Tip. By clicking the icon shown in the screenshot below, you can copy importing results to the clipboard.

   

   Then you can paste the importing results into an Excel workbook, for example. With the Excel Text to Columns feature available on the Data tab, you can split the column containing the importing results. You need to select Comma as a delimiter.

How to import users from an Azure AD group

1. On the More menu on the Shared Email Templates pane in your Outlook, select Manage account.
   
2. In the Shared Email Templates app, go to the Users section and select Import Users.
   
3. Select the Microsoft Active Directory group option, and then click Import.
   
4. Sign in to your Microsoft work or school account via the Microsoft dialog that will appear.
5. Select a group, and then click Next.
6. In the Import users dialog, select group members and click the Import button.
   Note. If you added some users to your account previously, they will be absent from the list of users shown in the dialog.

   If you want to change a subscription key that was assigned automatically, use any of the two following options: Assign key or Assign key to selected users. Then click the Import button.
   

7. The Importing results dialog will appear saying how many rows have been processed and how many users have been imported successfully. Select OK.
   

   If something goes wrong, the importing results dialog will contain detailed information on the occurred errors. For example, an error will occur if your colleague already has a Shared Email Templates account and therefore can't be added to yours.
   

   To see an error description in full, hover the cursor over it.
   

   Tip. By clicking the icon shown in the screenshot below, you can copy importing results to the clipboard.

   

   Then you can paste the importing results into an Excel workbook, for example. With the Excel Text to Columns feature available on the Data tab, you can split the column containing the importing results. You need to select Comma as a delimiter.

How to import users from a CSV file

Being an admin of a company or team account created via signing up with email, you can create user accounts at one go by importing users' records in bulk:

1. Prepare an Excel file containing a table that has the following columns: FirstName, LastName, Username, Email, and Key. Optionally, you can include three more columns: Password, Teams, and Permissions.
   Note. If several teams are intended for one and the same user and therefore should be listed within the same cell, separate their names with a semicolon. For example, "Sales;Support".
   Note. If a user is supposed to have different roles in the teams they're going to join, type in user permissions in the same order as the corresponding Teams using capital letters: U for User and E for Editor. Separate the letters standing for permissions with a semicolon. For example, "U;E".
   
2. When your table is filled with all the necessary data, save your file in a CSV format.
3. On the More menu on the Shared Email Templates pane in your Outlook, select Manage account.
   
4. In the Shared Email Templates app, go to the Users section and select Import Users.
   
5. Select the .CSV file option, and then click Import.
   Note. The .CSV file option is not available in company or team accounts created via signing up with Microsoft.

   

6. Select the file you need.
7. Users' records will be imported into your company or team account and added to the list of users. A dialog notifying you of importing results will show up. Select OK.
   

   If something goes wrong, the importing results dialog will contain detailed information on the occurred errors. For example, an error will occur if one of the users on your list already has a Shared Email Templates account and therefore can't be added to yours.
   

   To see an error description in full, hover the cursor over it.
   

   Tip. By clicking the icon shown in the screenshot below, you can copy importing results to the clipboard.

   

   Then you can paste the importing results into an Excel workbook, for example. With the Excel Text to Columns feature available on the Data tab, you can split the column containing the importing results. You need to select Comma as a delimiter.