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How to add Email-based users
- To add Email-based users, begin by navigating to User Management → Users from the left-hand menu pane on the Admin home page.
- You will now be presented with the Manage Users table.
- On the left-hand side, you will see two options for user creation:
- User (single)
- Bulk Upload (multiple)
1. Creation: User (single)
A. Mandatory details for creating an Email-based user
- 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
- Supervisor
- Supervisors Manager
- Group Name
- Once all relevant details have been entered, click the green Create New User button.
The user will be added to the platform and listed within the Manage Users table.
If Create/Add to Subgroup(s) was selected as YES, the user will be placed into a Group/Subgroup structure based on the Department and Group Name fields.
2. Bulk Upload (multiple)
A. Mandatory details for the bulk upload of Email-based users
- 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 (Excel/CSV)
- Forename
- Surname
- Department
Optional fields (Excel/CSV)
- Group Name
- Supervisor
- Supervisors Manager
Group Guidelines
If Create/Add Subgroup(s) is enabled, groups will be created automatically based on the Department and Group Name values provided in your spreadsheet.
- Department → Parent User Groups
- Group Name → Subgroups
A Parent User Group can contain either:
- a flat list of users, or
- a list of Subgroups (each containing users)
It cannot contain both users and Subgroups at the same level. Therefore, it’s essential to ensure your spreadsheet follows the correct structure; otherwise, users may not be added to groups as intended.