To bulk-upload multiple users at once in the CMS, please use our standard template. You can find this template in the 'User Management'-tab of the CMS, by clicking on the 'Upload File'-button in the top-right corner of the screen.
You found it! Now, watch the video below carefully. We will walk you through the ins and outs of filling in the bulk-upload template so you can easily upload it.
Here's an example of what a filled-in template might look like!
Just upload the Excel template as is - the users will get an invitation IMMEDIATELY. Remember, do not add or remove any columns or rows, so that the system reads the Excel correctly!
When clicking on 'Upload File', don't check the box on top if you want to invite users via email. You only check this box when you want to create 'anonymous users'. These are users without contact details, for which the system will generate usernames and passwords (not preferred).
Great! So now that you uploaded your users, they will appear in the 'Invited'-tab. They will appear in the 'Users'-tab once they register. You can always resend their invitations via the 'Invited'-tab as well.
Good luck!
MobieTrain