Import Users (How-To)

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It is possible to bulk-add users to the app. By default, users added via this upload will be assigned to Location ID 1 (which is the first location created in your app). If you need to change their allowed locations you can edit their account after.

 

Import Users

  1. From Left-hand Navigation: Reports & More ยป Users, select Upload Users at the top.

    Screenshot 2023-07-17 at 3.23.54 PM.png

  2. You will be prompted to download an Excel file and fill out a template file that includes user first name, last name, email, cell phone number, and active status.

    Screenshot 2023-07-17 at 3.26.18 PM.png

  3. After you have filled out this sheet, add the file to the app by clicking Choose File and select import.

    Screenshot 2023-07-17 at 3.27.23 PM.png

  4. After uploading, you can edit the location assignments and other details.

 

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