Bulk User Creation
Last updated
Last updated
In the Admin Console, click on the 'Users' tab, then select the 'Bulk User Creation' tab, and choose 'Creation' from the options on the left. On the right, you will see the download CSV option, user information, and the upload CSV design stepper format.
Getting Started:
Begin by selecting a blueprint that matches the desired settings or registration template. This feature enables personalized user registration by dynamically mapping fields based on the chosen blueprint.
Use the Blueprint Dropdown to select the appropriate template for your registration needs.
The system will automatically adjust the required fields to align with the selected blueprint.
Benefits:
Simplifies the process by providing predefined templates.
Ensures consistency in user registration across different groups.
Before adding users, it's essential to ensure you are using the correct CSV format:
Click the Download CSV button to get the template.
Open the downloaded CSV file in a spreadsheet application.
Fill in the details for each user according to the columns in the file.
Ensure all required fields are completed to prevent upload errors.
Once you've populated the CSV with user information:
Click Upload CSV under the 'Bulk User Creation' tab.
Select your completed CSV file from your device.
Follow the on-screen instructions to finalize the upload.
The system will validate the data and indicate any errors that need to be addressed.
These steps streamline adding multiple users efficiently and help maintain data integrity.
By following these steps, you can ensure a seamless user registration experience tailored to your specific requirements.
The Upload User History tracks all past bulk user upload activities and provides details for review and auditing purposes. The key elements included are:
Date of Upload: The date and time when the CSV file was uploaded.
Uploaded By: The username of the individual who performed the upload.
Status: The result of the upload process, such as Success or Failure.
Number of Records: The total number of user records processed in the upload.
Errors: A detailed list of any errors encountered during the upload, including line numbers and error descriptions.
This history helps in maintaining an audit trail and troubleshooting any issues that arise during user account creation.
