There are two ways to add new users; individually or, for adding a large number of users, by uploading a file.
Individually |
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2. Click ‘Add User’ on the grey bar at the top of the page |
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3. Type in the user name, first and last names, email and other details. |
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4. Click ‘Save’ |
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Bulk upload |
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2. Download the CSV file template from the link on the page. 3. Populate the template with the user details. Note: do not change the column headers. Save the file as CSV. 4. If you want to replace all the users in the system then click the 'Delete ALL existing users before import' check box. |
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5. If you want the send out a Welcome email then click the 'Send a Welcome email to ALL users in the import file' check box. |
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6. Click Upload to import the users in the file.
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