User Management


 

Import Users

Who can use this feature?

Organization Owners

 

Overview

This article will show you how to use a .CSV file to Import Users into your Organization.

Import File Rules

  • Note: A template is included as a Resource on this article.
  • Include the following columns in the following order:
    • First Name
    • Last Name
    • Email
    • Secondary Email
    • Phone Number
    • Groups 
  • Imported file must be of type .csv
  • Row one must include the label of the field
  • Groups with which to associate the user can be the last column(s) with one group per column

Instructions

  1. Click Administrative Settings
    Administrative_Settings.png
  2. Click Import Users
    Import_Users.png
  3. Click Browse
    Import_Users_Browse.png
  4. Locate and Open your .CSV file from your computer
    Open_File.png
  5. Click Import
    Import.png

Resource




I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback


Powered by Zendesk