How do I mass upload users?

After reading this article you'll be able to import an excel file to your platform and add mutiple users!

1. Before signing into your "Administration" page, create an excel file with the headers and populated with your users information:

- Email Address

- First Name

- Last Name

- Phone Number (Optional)

- Department

- Office Location

Excel

2. The department must be created before you create the user, please click the following link for further information on how to create a department.

3. Log in to your "Administration" page and select "User Management" in the top navigation.

User Management Titles

4. Select the "Import User" button located in the navigation bar.

Import Users User Management

5. Select "Upload users Excel File" and select the relevant file.

User Management Upload Users Excel File Button

6. From here, you'll be shown if there are any errors with the users you want to upload. You can export any errors by clicking the "Export" button.

User Import showing Email conflicts

7. If no errors are shown, click "Create Users" to upload the requested users to your platform.

Importing Users with no conflicts

8. Click the "Close" button once complete to return your "User Management" tab.