Overview

This article guides platform administrators through the process of bulk uploading users by using a CSV file. It provides step-by-step instructions on how to navigate the platform's interface, fill in the necessary information in the CSV template, and send out email invitations to new users. The article also addresses considerations for assigning users to specific groups and roles, as well as handling Home Groups if they are enabled.

Information

How to Import Multiple Users at Once (Bulk Uploading)

Bulk uploading users is one of the most efficient ways to get a large number of users registered on your platform. This is done through a spreadsheet that is then uploaded to the platform.

For those who have Home Groups enabled, please note that there will be some differences.

Navigation

Follow these steps to navigate through the process.

Step 1: Select 'Team'

Step 2: Select 'Invite via Email'

Step 3: Click 'Upload a CSV' and download the sample CSV file.

Step 4: Fill in the sample CSV file.

Ensure you fill in the fields as shown in the sample CSV file. Double-check that there are no spaces at the end of the words.

Email: the email the user will use to log in to the platform.

Groups: When specifying the group(s) for each user, include the full path for the group. For instance, if you have a Sales group under Canada and a Sales group under USA, and you want to add a user to the Sales group under Canada, please enter ‘Canada > Sales'.

If you are adding a user to multiple groups, separate those groups with semicolons. For example, to add a user to both Sales groups mentioned above, you would enter ‘Canada > Sales; USA > Sales'.

View all groups under your team settings. If you need to add users to a Group that doesn't exist yet, create a new Group before submitting the CSV file.

Role: for all users, choose one of the following roles: 'Administrator', 'Content Creator', or 'User'.

Home Groups: If Home Groups are enabled, please add 1 Group ID from the Group column for the corresponding user.

Save the file to your computer, and note the file name.

Step 5: Upload the CSV and 'Send Invites'

After uploading the CSV, you can send the invites and update or change the welcome email to add any additional information.

You did it!

After clicking the 'Send Invites' button, email invitations will be immediately sent to employees.

Employees will immediately receive the invitation in their email. Your custom message will be formatted like this:

Helpful Resources

Explore these resources to get started and make the most out of your PostBeyond experience.

• Getting Started with PostBeyond!
• Use These Email Templates to Launch Your PostBeyond Program
• Sign Up for PostBeyond Platform Training!

FAQ

How do I ensure that users are added to the correct groups during the bulk upload process?

Include the full path for each group in the CSV file. If a user needs to be added to multiple groups, separate the group paths with semicolons.

What roles can I assign to users during the bulk upload?

You can assign one of the following roles to each user: 'Administrator', 'Content Creator', or 'User'.

What should I do if I need to add users to a group that doesn't exist yet?

Create a new group under your team settings before submitting the CSV file.

What happens after I click the 'Send Invites' button?

Email invitations will be immediately sent to the email addresses provided in the CSV file, allowing employees to register on the platform.

Who can I contact if I need assistance with the bulk uploading process?

For further help, you can reach out to support at support@postbeyond.com.