Creating User In Bulk Via Bulk Import Function
Setting up new users when on-boarding a new dealership customer can be time consuming. In 20.6.1 we now have the ability to bulk upload users for AP1 users or dealer users with the User Admin role. When viewing the 'My Users' screen click on the MORE button in the grey action menu and select USER BULK IMPORT.
To upload a user you must use the approved format. To download this file click on the 'Download Header' button. Once you've saved your file as a CSV make sure to close the file to ensure it uploads correctly.
When you click on 'Import' the users you have created are added to a temporary holding screen. Here you can;
- Edit the details you have uploaded
- Add new users manually
- Assign roles to the uploaded users as well as ticking them as managers (note the Role Name appears in the dropdown so name your roles in such a way that they can be easily identified).
- Assign a Role Group to the user - role groups will be displayed at the top of the list and labelled as 'Role Profile - Role Group Name'
Once you are happy with all the changes you can opt to 'Save For Later' or click 'Import Now' to import your users.
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