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Admin Dashboard

Adding Delegate Accounts

Adding a delegate account authorizes that account to access the Delegate Dashboard with their credentials. Administrators can add delegate accounts manually, import them from a CSV file, or import them from Google Workspace. Delegate accounts can also be exported to a CSV file. When importing delegate accounts, the delegated organizational units must be set.

Important

Delegate Dashboard accounts do not use a Blocksi license and as such do not need to have the Blocksi Enterprise Edition extension deployed to their devices.

Manually Adding Delegate Accounts
To add a delegate account manually:

  1. Click Dashboard Settings from the Main Menu, then click Delegate Dashboard from its sub-menu. The Delegate Accounts screen appears.

    Adding Delegate Accounts Screen

  2. Type the email address of the delegate account to add in the Delegate Email text box in the Add Delegate section.

  3. Click Add + to add the delegate account. The following window opens.

    Add Delegate Window

  4. Select the checkboxes to the left of the organizational units that this delegate account can manage.

    Tip

    Delegated organizational units can also be adjusted later on.

  5. Click Save. Blocksi adds the new delegate account to the list, which can be found at the bottom of the Delegate Dashboard settings.

Importing Delegate Accounts

Import delegate accounts from a CSV file or a Google Workspace organizational unit.

Importing from a CSV File
To import delegate accounts from a CSV file:

  1. Click Dashboard Settings from the Main Menu, then click Delegate Dashboard from its sub-menu. The Delegate Accounts screen appears.

    Adding Delegate Accounts Screen

  2. Under the Import Delegate Accounts from CSV File section, click the Import CSV button.

    Import Delegate Accounts from CSV File Section

  3. Navigate to the desired folder, select the file, and click Open to complete the import. Delegate accounts are imported and added to the list, which can be found at the bottom of the Delegate Dashboard settings.

Tip

The imported file must be in the .csv file format. You can create .csv files using any spreadsheet editor tools, such as Excel or Google Sheets.

Example CSV File
Importing from Google Workspace
To import delegate accounts from Google Workspace organizational units:

  1. Click Dashboard Settings from the Main Menu, then click Delegate Dashboard from its sub-menu. The Delegate Accounts screen appears.

    Adding Delegate Accounts Screen

  2. Under the Import Delegate Accounts from OU section, click the Import OU button to open the Import Delegates window.

    Import Delegate Accounts from OU Section

  3. Select the desired organizational units from the list and click the Confirm button. Upon confirmation a new window opens, prompting you to select organizational units which will be accessible by the imported delegates.

    Import Delegates Window

  4. Select the organizational units to be accessible by the imported delegates and click the Import button. Delegate accounts are imported and added to the list, which can be found at the bottom of the Delegate Dashboard settings.

    Import Delegates - Select Delegated OUs Window
Exporting Delegate Accounts

You can export delegate accounts added on your Admin Dashboard to a CSV file.

To export delegate accounts to a CSV file:

  1. Click Dashboard Settings from the Main Menu, then click Delegate Dashboard from its sub-menu. The Delegate Accounts screen appears.

    Adding Delegate Accounts Screen

  2. Under the Export Delegate Accounts to CSV File section, click the Export CSV button. The file is downloaded to your device.

    Export Delegate Accounts to CSV File Section

    Note

    Delegate accounts are exported in a two-column CSV format, where the first column contains the delegate email addresses and the second column contains the delegated organizational units.