How do I add and upload users in bulk?

To upload one or more users by way of a spreadsheet, perform these steps:

  1. Select Users from the left side of the page.
  2. Select Users.
  3. Click Add User.
  4. Click Advanced Add User.
  5. Click Download template file.
  6. Click Save File, click OK, then place the template in the desired location.
  7. Complete the template with the new user information.
    To...Do this...
    Open the templateAccess and double-click the template.
    Review template instructionsClick the Instructions tab.
    Access data-entry formClick the Ready? Click here to begin link, or click the Data Entry tab.
    Prepare new user dataComplete a spreadsheet entry for each new user.
  8. Save the completed template.
  9. Drag the completed template into the shaded area of the Advanced Add User dialog box.
  10. Click Upload. A verification screen displays.
  11. Verify your entries, then click Next. An options screen displays.
  12. Select the desired options, then click Next. The Product Access options screen displays.
  13. Select the desired access options and click Submit.

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