User File Upload
You can import members (users) via a spreadsheet file in Excel format.
User File
The characteristics of the file are as follows:
- XLSX format* One row per user
- A header row indicating the content of each column
Operating Procedure
The import is carried out as follows:
- Select a file from your workstation.
- The file is immediately uploaded and analyzed.
- The headers of the header row are analyzed to recognize known attributes, such as 'name' or 'employee ID'.
- If the headers cannot be properly recognized, issues are reported. You can then correct the column mapping with the user attributes. To do this, click on the adjustment button.
- Once the column mapping is set, you can initiate the user import. For this, click on the button with the small triangle icon.
- Users are imported. If any errors are encountered, they are reported, and details can be reviewed.
Creation and Update
If a user already exists with either the same employee ID or the same email address, then the row in the file does not create a new user, but updates the existing user.
Sending Invitations
Once new users are imported, they need to be notified and invited to set a password in order to activate their account.
To do this, click on the Send Invitations button. Each user will receive an invitation email.