How to Add Users in Bulk
To add multiple users for a customer, follow these steps:
1. Navigate to Users
Go to Users from the main navigation.
Click on the User + button in the top-right and select customer.
or Select the particular customer you wish to add bulk users.
On the window, On the right side you can see "User +" and click on it.
2. Choose Bulk Upload
In the Create users screen, select the Bulk upload option.
3. Download the Template (Recommended)
Click on Download template file.
This ensures your file has the correct format and required fields.
4. Prepare Your File
Open the template in Excel or any spreadsheet tool.
Fill in the required details using clear column headers:
User name*
Email*
User type
Site
Note:
User type:
Can be Privileged or Standard
If left empty, it will default to Standard
Site:
If left empty, it will default to HQ
Save the file as .CSV or .XLSX
5. Upload the File
Drag and drop or add your file into the upload area
(or click the upload box to select your file)
6. Optional: Send Portal Invite
You’ll see an option “Send Customer Portal Invite” (disabled by default)
Enable this if you want users to receive an activation email
What happens when enabled:
Each user receives an activation email
They can set their password
Then log in to the IT-Connect applications
7. Validate & Submit
Ensure:
File size is under 10 MB
Maximum 500 users per file
Once uploaded, the system will process and add users.
8. Done
The users will be created and listed in the Users table.
Quick Notes
Only properly formatted files will be accepted.
Missing required fields (like User name or Email) may cause upload failures.
Use the template to avoid errors.
