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Bulk Importing Users

Learn how to Bulk Import Users to your Organization

Bulk importing Users

  1. Log into the Portal.
  2. Click the Team menu
  3. Select Add User above the Team list
  4. Select Bulk Import Users and whether to Notify User upon addition to your Organization
  5. Download Import Excel File
  6. Locate downloaded file and open, in Chrome this will be in the top right corner
  7. Fill out form, include License ID if assigning at this time.

    For more information on Assigning Licenses see this article:
  8. Export file and save as CSV
  9. Click Select File and choose your saved CSV file
  10. You will now see the Users you have chosen to import
  11. Once you have selected the appropriate file and confirmed your Users, select Create User(s)
  12. Users will now be present in your Organization's Team list