Bulk Upload - Users

Bulk Upload

You can quickly add multiple users to your workspace by uploading a CSV file. The number of users you can import at once is determined by your current user cap.

  • Navigate to the User tab and click Import Users

  • A warning will pop up

  • You are required to download the current User Report before importing more users.

    • Click Download User Reports

    • A CSV of a current users will download.

  • The Import button will unlock after downloading the report

  • Click Import More Users

  • You can download a template CSV for bulk importing

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WARNING

  • Enter a temporary password into the space provided. All new users will receive the same password and will be required to change it upon first login.

  • Select and upload your CSV

  • Your file will be scanned and compared to your active users, if you will user limits, you will be alerted

  • If not issues are found, the Import [#] Users button will be enbled

  • Click Import [#] Users

  • During import, you will see a progress bar

  • You will also see progress at the bottom right of the screen, this applies to the entire platform and will show for all admins currently logged in.

  • When the import is comlete, you will see details on the import

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