You can import multiple users to your organization.
You can access the page by clicking on the Users tab from the sidebar and pressing the Add Users button on the top right side of the page.
You can import multiple users into the fields using a CSV file rather than typing them out.
Your CSV file should be of the following format:
first_name,last_name,email,user_type Todd,Chavez,[email protected],stakeholder Diane,Nguyen,[email protected],admin Princess,Carolyn,[email protected],admin
You can skip the
user_typefield if you wish to fill that field later, post import. By default, the
user_typechosen will be
To import your CSV file you can either drag and drop it on the page or click on the
select a file from your computerlink, on the top of the page.
- If you already have filled fields and choose to merge the CSV file data with existing rows, click on the Continue button in the modal for confirmation.
Once the import is successful, you will see all the user details populated in the list. Click on the
Send Invitesbutton, on the bottom left, to invite them to your organization.
The invited user will receive an email for verification. Until the user has been successfully verified, you will notice an icon indicating that
Verification Is Pendingagainst that User on the
User Page. You can also choose to resend the verification email by clicking on the
Verification Is Pendingicon should that be necessary.
- You cannot change an
Account Ownerusing the
- If an invalid
user_typeis detected, the system automatically changes the