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Adding bulk number of users inside a customer
Adding bulk number of users inside a customer
Jobin Johny avatar
Written by Jobin Johny
Updated over 2 weeks ago

To add multiple users for a customer, follow these steps:

  1. Navigate to Users

    • Go to the side navigation bar and click on Users under Customers.

  2. Open Bulk User Upload

    • Click on User + on the right side.

    • In the side drawer, select Bulk User after choosing the customer.
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  3. Download the Sample File (Optional)

    • A side drawer will appear with Download and Browse options.

    • Click Sample File to download the template.

    • If you already have the sample file, you can skip this step.

  4. Prepare the File

    • Open the downloaded file in Excel or a similar program.

    • Enter the required user information.

    • Save the file in CSV or Excel format.

  5. Upload the File

    • Click Browse and select the saved file.

    • Click Upload File to complete the process.

βœ… Success! The users have been added and will be listed in the user table.

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