How do I add and upload users in bulk?
To upload one or more users by way of a spreadsheet, perform these steps:
- Select Users from the left side of the page.
- Select Users.
- Click Add User.
- Click Advanced Add User.
- Click Download template file.
- Click Save File, click OK, then place the template in the desired location.
- Complete the template with the new user information.
To... Do this... Open the template Access and double-click the template. Review template instructions Click the Instructions tab. Access data-entry form Click the Ready? Click here to begin link, or click the Data Entry tab. Prepare new user data Complete a spreadsheet entry for each new user. - Save the completed template.
- Drag the completed template into the shaded area of the Advanced Add User dialog box.
- Click Upload. A verification screen displays.
- Verify your entries, then click Next. An options screen displays.
- Select the desired options, then click Next. The Product Access options screen displays.
- Select the desired access options and click Submit.