Import New Users Using a Excel Template
Download the Template
- Click Users from Main menu
- Click 'BULK ADD' in Users page
- Click 'DOWNLOAD BLANK TEMPLATE' button in User Import page
- Open the downloaded template and fill out 'Users' tab and then save it. UserName, FirstName, LastName, Email-Official, and User Role are required.
The Users Page
Import Users Using the Completed Template
- Click on Users in the menu bar.
- From the Users screen, click 'BULK ADD'.
- In User Import page Click 'Browse' button and select the completed Template file and click 'NEXT' button
Bulk Add User Page
Processing Results Page
Export Existing Users
- Click on Users from the Main Menu.
- Select 'EXPORT' to download the spreadsheet