Requirements:
- An administration role that includes the Manage Access right
- A prepared spreadsheet
- In the Administration area, click Users.
- Click Import User.
- In the Import Users area, click
, and locate the spreadsheet you have prepared. - If the first row of the spreadsheet is not a heading row, clear the First row of Excel Spreadsheet contains column names check box.
- Click Upload.
- In the User Information area, you will see the list of user fields that appears in the user interface. A list is displayed next to each item. If the information is not mapped correctly, then from the list, select the correct reference.
For example, If username states First Name, from the list, select Username. Most of the information should be mapped correctly. - In the Roles area, in each list, select the column in the spreadsheet that contains the associated role.
- Customer user example: if column N in the spreadsheet includes the administration roles, select Column N from the list beside Admin Role.
- Staff user example: if in the Roles area, Access to Job is None, as it does not exist in the spreadsheet, you can map it to Job Access instead.
- Click Import.
The system will warn you if there are any errors.
If you imported users with no access to jobs, you must give these users access to specific jobs.