Account Owners and Super Admins by default have the ability to bulk upload Users to their Accounts. Admins can be given the permission. The bulk upload process allows Users to be added to an Account via a CSV file import.
Who is this article for?
Based on the default User settings in the Sibme platform, you should have permission to complete this task if you are one of the User levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
Account Owner
Super Admin
Admin: With additional privileges.
Adding Multiple People
Account Owners and Super Admins can add multiple Users to their Account via a CSV file upload. Click the green "+ Add People" button in the "Add/Update Multiple People" section and then follow the instructions on the first page. Once you upload your file you will be taken to a page to correct any invalid entries and confirm that everything is correct.
After clicking next, the Account Owner/Super Admin will be able to choose if Users should receive the welcome email after they have been added to the Account. The welcome email will step the User through creating a password and logging into Sibme. The checkbox will be unchecked by default and will say, "Send new users an invitation email after importing them."
Checking the "Send new users an invitation email after importing them." will prompt Sibme to send an email to the users you uploaded inviting them to log into the platform. If you prefer your users not get an email, be sure to leave the box unchecked. This will allow Users to be added without them receiving an email.
If you leave the "Send new users an invitation email after importing them." box unchecked, Users will not be able to log in. These Users will appear in the list of Users on the People tab but will have a red avatar.
In order to activate the User, Account Owners and Super Admins will need to hover over the red avatar and click the envelope to send the activation link.
Click the "Resend" button to resend the invitation to that User.
At anytime during this process, click Cancel to cancel the upload.
What’s Next?
If you’d like more information about people management, check out the following articles and videos.