Setting up users and groups

Click Account on the cloud portal main menu bar to define users and groups of people who will use the service. See the Forcepoint Email Security Cloud Help for instructions.

If you are a large organization with an LDAP-compliant directory such as Active Directory, you can set up users and groups automatically by synchronizing your directory to the cloud service. This is described in the Forcepoint Email Security Cloud Help.

Note that you do not need to add or synchronize groups just because users are members of them. You need groups only if you intend to use them for policy assignment or exceptions.

Before you synchronize any data, we strongly recommend that you review your current directory structure and plan how your data structure will work within the cloud portal. Here are some questions to consider:

• Do you have sites or departments with different filtering requirements?
• Are there exceptions to rules within a group? If so, what are they?
• How often does the directory change?
• How often should you synchronize?

Refer to Appendix A of the Forcepoint Email Security Cloud Help for guidelines on setting up directory synchronization for your email service.