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Bulk User Upload via CSV

You can now upload a list of users to your account using a CSV file, saving time when adding multiple users at once.

How to Upload Users via CSV

  1. Go to Manage > Users > CSV Upload.

  2. Download the example CSV document provided on this page.

  3. Add your users to the document, completing all required fields.

    • Mandatory fields: First Name, Last Name, Display Name, Email, and Permission Group.

  4. When adding Permission and Notification Groups, ensure they match groups that already exist in your account.

    • To assign multiple groups, separate them with a comma.

  5. Save and export your document as a new CSV file.

  6. Upload your file by either:

    • Dragging and dropping it into the upload box, or

    • Clicking inside the box and selecting the file from your device.

  7. Once the upload completes, the system will confirm if it was successful or if there were any errors.

    • If errors occur, download the report provided to review and correct the issues.

Tip

Use the sample CSV as your base template to avoid missing required fields or formatting errors.