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- Click Account > Users.
- On the Users screen, click Import Users.
On the Import Users screen, follow the next set of instructions based on your role type.
If you are a Sys Admin or IT user,
Select either of the followings:
For Company if you want to import Company users.
For Partner if you want to import Partner users.
Click Browse, and upload the CSV file containing the users' details.
For more information on the CSV file format, refer to this section.
- If you are a Partner IT User,
- Click Browse, and upload the CSV file containing the Partner users' details.
For more information on the CSV file format, refer to this section.
- Click Browse, and upload the CSV file containing the Partner users' details.
Click Import.
On the Users screen, Processing notification shows that the users are being added. You can notice the increased count in the Users section on the left side of the screen. You can click(refresh) to see the users being added.
Added users can be seen in Active state on the Users screen.Info The added users through bulk upload do not receive any email notification or invitation.
Using CSV file for bulk import
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Using CSV file for bulk import
If you are a Sys Admin or an IT User, you can import Company users and the Partners users as well.
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