Importing Users

The Import Users feature enables administrators to bulk-upload multiple users at once, simplifying the user setup process. Follow the steps below to import users:

Prerequisites

The user must have create user access to import users to the application.

Steps to Import Users

1. Navigate to the Users module from the main navigation menu.

   
2. Click the "Download Template" button . This will download the User Import Template.

3. Fill in the details in the downloaded template as instructed. Refer to the screenshot below to verify the available fields in the template.

Import Guide

Users Tab on the file

1. Save the template on your local drive.

2. Return to the Users section, click the Import button to select the saved template file.

3. Review the import summary to ensure all users were successfully added. Address any errors, if necessary.