Use Import Users when you need to add multiple staff users at one time from a CSV file. This is helpful when setting up a new team or adding several users for the same institution.
- Click Actions Menu.
- Click Manage Users.
3. On the User Administration page, use the Institution dropdown to select the correct institution, if needed.
4. Click Import.
5. In the Import Users window, go to Select CSV File and choose the CSV file.
6. Under Override Options, select one:
- Skip existing users (import only new users)
- Override existing users (update user data if email already exists)
7. If you need the file format, click Download CSV Template.
8. Click Import Users.
9. To close without importing, click Cancel.