Upload Users

The Upload Users option enables bulk creation or addition of users through a CSV template.

To upload users through a CSV template, follow the steps below:

  1. Click on the ‘+ Upload Users’ button on the User Management page.

  2. In the User Configuration step, select one of the available options to generate the corresponding template and click ‘Next’.
    1. Only Users Option:
    2. Upload Users and Assign Manager

  3. In the Upload File step, click Download Template to obtain a sample file that shows the required format for uploading user data.

  4. The structure of the downloaded template will correspond to the option selected in Step 1: User Configuration.
    Note: Access the ‘Bulk Upload Instructions’ tab for each column requirements and definitions.

  5. Create a user list following the template format, then upload the XLSX file using either the drag-and-drop option or the manual upload functionality; then click ‘Next’.

  6. Within the ‘Review & Confirm’ step, verify the user details and click ‘Import’.

  7. Click on the notification center (bell) icon to view the progress.