How do I set my users up on the platform?

There are a few ways in which users can be added to the platform.

  • Email Bulk Upload: A user list (CSV or Excel) can be uploaded onto the platform. This list includes the details of each user, e.g. forename, surname, email address etc. In order to log in, these users are invited to activate their profile and set up a unique password.
  • Federated Bulk Upload: Same process as above; however, these users can benefit from SSO when logging in.
  • SCIM: Users added to the platform via Azure or Okta. Dynamic/Security groups can also be imported across for targeting purposes. Regular syncing is performed to take into account joiners/leavers/changers. Users benefit from SSO.


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