User Import Process

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IMPORTANT

To set up the user import process and workflows, contact your Client Account Manager.

The user import feature lets admins quickly add multiple users to the application. By uploading a list of users, admins can automatically send welcome emails. It makes onboarding easier and provides a smooth experience for new users.

To import users:

  1. Go to Users > Users.
  2. Click the Import Users button.
  3. Choose a user type in the Select User Category drop-down.
  4. Download the CSV Template and edit it with user details.
  5. Upload the edited CSV file.
  6. Click the Import button.

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