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How to add multiple users at once

This article explains how to add more than one user to your account at once

Please note: You must be an Account Owner to add users to your account. This article explains how to import a group of users to an existing account.

  1. Click on the 'Admin' button in the navigation bar.

     

     

  2. Click on the 'Add Multiple Users' button on the top right-hand side of the screen.
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  3. You should see the following message. Click on 'Download this template'. This will be where you add the details of the users you wish you add to the system.

     

  4. Open the file you downloaded, and you should see the following:

     

     

    From left to right, you will see the columns which state the information to be filled in.

     

    The following information is required and will need to be completed for the upload to be successful:

     

    • First Name

    • Last Name

    • Email Address

    • Role: User/Manager/Account Owner (to find out more about permissions, click here if you are using Events and here if you are using Lone Working)

    • Lone Working/Events/Audits (write True or False, depending on the modules you have purchased)

       

      We strongly recommend completing 'Phone Number' because this will give the responders an additional means of contacting the user to perform a welfare check should they not respond through the device.

       

      If you wish to categorise your users into teams, use the Teams column to specify the name. Please note, the Teams need to be created first, prior to uploading the users.

       

  5. Compare your template with the example below, which has the mandatory fields filled in. This template is set up to create 9 users, with the teams 'bulk users' and 'Bulk extra' assigned, along with the licences for Lone Working, Incidents and Audits.

     

     

  6. Once completed, save this file as a CSV and then drag and drop it into the upload box. Once it has been uploaded, click 'Next'.

     

     

     

  7. When you see the following message, click the blue 'Import' button.

     

     

  8. If the data you entered is complete and formatted correctly, you will see the following message. Congratulations, your users have now been added!

     

     

What to do if my user import fails

If you receive an error message stating that the upload has not been successful ('users failed to import'), you will have to adjust the information on the .csv file you uploaded and try again.

 

This may involve adding information that is missing or formatting it differently.


1. Click on 'Download Error Log (CSV)'. This will download a file called 'error log' that tells you what data you need to correct so that the users can be uploaded successfully.

 

 

2. Open the file and check the final column: 'error'. This will tell you what the errors were, and which piece of information it relates to.

 

 

In the example above, for 'Emilia Wilson' the error log is telling me that I have entered an invalid phone number, because I have entered too many digits.

 

The error log also says that there was an issue with my Teams. Although I have listed teams, they need to be created before the users are uploaded, and they do not exist in my account yet.

 

3. Once you have checked the errors, return to your original file, and correct the data. Then, click 'Try Again' and re-upload the file.