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)
    • Bulk Upload (multiple)

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1. Creation: User (single)

A. Mandatory details required for upload of an Email-based user are as follows:

  • Forename
  • Surname
  • Email
  • 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

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  • 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' fields, if Create/add to subgroup(s) is selected as YES on the point of upload.

2. 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

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Spreadsheet Guidelines

Mandatory Fields in Excel/CSV:

  • Forename
  • Surname
  • Email
  • Department

Optional Fields in Excel/CSV:

  • Group Name
  • Supervisor
  • Supervisors Manager

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Group Guidelines

If you have enabled Create/Add Subgroup(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 Subgroups. 

A Parent User Group can either contain a flat list of users, or a list of Subgroups that each contain users. It cannot contain both users and Subgroups 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.

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