Import New Users Using a Excel Template

Download the Template

  1. Click on Settings in the menu-bar. 
  2. Select Export.
  3. From the Template Type drop down, select User.
  4. Select the Standard User template.
  5. Check Export Blank Template.
  6. Download the template by clicking Export.
  7. Open the downloaded template. 
  8. Fill out the template. Username, First Name, Last Name, Official Email, and User Role are required. 

The Export Page

Completed Template

Import Users Using the Completed Template

  1. Click on Users in the menu bar. 
  2. From the Users screen, click Bulk Add User.
  3. Select Existing Template. Click Next
  4. Select Standard User Template. Click Next.
  5. Browse and select your completed Template File. Upload the file. 
  6. View the processing Results.

Bulk Add User Page

Processing Results Page

Export Existing Users

  1. Go to Settings and click Export
  2. Select Standard User Template.
  3. Leave Export Blank Template unchecked. 
  4. Download the file.
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