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
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Go to Manage > Users > CSV Upload.
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Download the example CSV document provided on this page.
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Add your users to the document, completing all required fields.
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Mandatory fields: First Name, Last Name, Display Name, Email, and Permission Group.
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When adding Permission and Notification Groups, ensure they match groups that already exist in your account.
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To assign multiple groups, separate them with a comma.
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Save and export your document as a new CSV file.
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Upload your file by either:
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Dragging and dropping it into the upload box, or
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Clicking inside the box and selecting the file from your device.
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Once the upload completes, the system will confirm if it was successful or if there were any errors.
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If errors occur, download the report provided to review and correct the issues.
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Tip
Use the sample CSV as your base template to avoid missing required fields or formatting errors.