Skip to main content

Bulk Upload Users

Watch the walkthrough below, then follow the written steps.

Overview​

Upload multiple user accounts at once using a bulk file import. This makes it faster to add large groups of users and keeps the account creation process consistent.

Permissions / Access​

  • Department Manager
  • Company Manager

Admin Dashboard -> Users -> Upload Users

Steps​

  1. Open Admin Dashboard.
  2. Select the Users tab.
  3. Select Upload Users.
  4. Click Choose File or drag the file into the upload area.

Bulk Upload Users file selection area

  1. Locate and select the correct upload file, then choose Open.
  2. Select Upload this file.
  3. Scroll down and select Upload Users to start the import.

Formatting Guide for Bulk User Upload​

Formatting guide for bulk user upload

Result​

  • The upload file is processed.
  • User accounts are created from the file contents.
  • You receive confirmation that the upload completed.

Notes / Tips​

  • Ensure the file uses the correct format and contains no blank rows.
  • Confirm the company name in the file exactly matches your company.
  • Verify all password values meet the platform password policy.
  • Use bulk upload only for authorized user management.

Troubleshooting​

Common issue: File upload fails.

Solution: Verify the file format and remove blank rows.

Common issue: Users are not created.

Solution: Check the import file for missing required fields and retry.