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How to Add Email-Based Users
To add email-based users, you first of all need to navigate to User Management>Users from the left-hand menu pane on Admin Home.
- You will be presented with the Manage Users table.
- On the left-hand side, you will see 2 options for User Creation: User (single) and Bulk Upload (multiple):
Creation: User (single)
A. Mandatory details required for upload of an email-based user are as follows:
Forename
Surname
Role: Admin or User
User Type: EMAIL
Department
Create/add to subgroup(s): YES/NO
Custom Details (if applicable and Custom Attributes have been added)
B. Optional details for upload of an email-based user:
Supervisor
Supervisors Manager
Group Name
- Once all relevant details have been filled in, click the green Create New User button, and the email-based user will be added to the platform. They will reside in the Manage Users table and will be added to a Group/Subgroup made up of the Department and GroupName field, if Create/add to subgroup(s) is selected as YES on the point of upload.
Bulk Upload (multiple):
A. Mandatory details required for bulk upload of email-based users are as follows:
User Type: Email
Bulk Upload Type: New Users/Replace Existing User List
Create Add to Subgroup(s): YES/NO
Bulk Upload: UPLOAD SPREADSHEET
Spreadsheet Guidelines
Mandatory Fields in Excel/CSV:
Forename
Surname
Department
Optional Fields in Excel/CSV:
Supervisor
Supervisors Manager
Group Name
Group Guidelines
If you have enabled Create/Add Sub-group(s), your groups will be created based on the Department and GroupName values you provide in your spreadsheet. The Department value you use corresponds to Parent User Groups, and the GroupName value corresponds to Sub Groups.
A Parent User Group can either contain a flat list of users, or a list of Sub Groups that each contain users. A Parent Group cannot contain both users and Sub Groups at the same level, so it is important that you ensure your spreadsheet is set up correctly, otherwise users may not be added to groups based on the existing structure.