Manually Upload Users

The Upload Users option allows adding new users and groups to the workspaces using a simple CSV file. This is for those admins or testing users that will not be imported via a source system or external system.

To add Users Manually

  1. In the Administration tab, select Upload Users.

  2. Browse and select the CSV file to be uploaded. Once uploaded, you can view the status of the task in the Jobs tab. Once the job is completed, the users/groups will be added to the workspaces.

  • The users and group details can be managed in the Users & Groups tab.

  • If the user is added for the first time, he/she will receive an email notification to set up their account. Read Setup Account for more details.

Required Permissions

Permissions

Allows User To

Permissions

Allows User To

View Upload Users

To view Upload Users option in the Administration tab

Tip: Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

 

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