Organizational Admin can import multiple users using the Users Import Template (recommended) or their own Excel file. The Users Import Template includes the First Name*, Last Name*, Title, Supervisor First Name, Supervisor Last Name, Track Time*, Address Line 1, Address Line 2, City, State, Zip Code, Country, Email Address*, Country Code, Phone Number, Extension, Description, Unique Staff Identifier, Unique User Identifier, Daily Digest Email, Weekly Digest Email, Research Module Access, Applicant Portal Access, Role*, and Department(s) fields. Required fields have asterisks (*) next to their names.
- Open Administration>System Security>Users.
- Click the (Import icon) in the Icon Bar.
- In the pop-up window, click Choose a file to select a file from your computer.
- Click Create New to create default mapping or select an existing default map (optional). A default map can be useful if you use the same file template for importing users.
- Select the Destination field for each Source column. If you are using the Users Import Template (recommended), the source and destination fields should match.
- Click Create.
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