This option allows you to create users and configure their roles, permissions, groups, locations, and assets from a single file.
📌 Where can I import users?
From the Web Platform, go to: Settings and help > Users > Import
1. Download the example file
When you select Import, you will find an option to download the example Excel file.
Click Download Example.
The file contains different tabs that you can use to configure user information.
You don't need to complete every tab. Only use the tabs that are relevant to your account configuration.
2. Complete the "Users" tab
In this tab, enter the main information for each user.
Required fields are identified with an *.
The available fields include:
Column | Description |
Name * | User's first name. |
Last Name * | User's last name. |
Email * | Unique email used for login. |
Password * | Password with at least 6 characters. We recommend using uppercase letters, numbers, and symbols. |
Phone | (Optional) Phone number of the device that will use the app. |
Role * | Defines user permissions (Operator, Supervisor, Administrator, etc.). |
View answers | Allows viewing submitted form answers (Yes/No). |
Chat | Grants access to internal chat (Yes/No). |
Answer Forms | Allows submitting forms (Yes/No). |
View Assigned Forms | Allows viewing assigned forms (Yes/No). |
Change status | Allows changing the status of forms (Yes/No). |
Create Lists | Allows creating new data lists (Yes/No). |
Modify Form Answers | Allows editing submitted answers (Yes/No). |
Edit Forms | Allows editing forms in the account (Yes/No). |
Delete form responses | Allows deleting responses (Yes/No). |
Create Users | Allows creating new users in the platform (Yes/No). |
Export Data | Allows exporting data from the account (Yes/No). |
Access charts | Allows the user to access the charts module. |
Account settings admin | Allows the user to manage account settings. |
Signatures admin | Allows the user to manage signatures. |
Tickets admin | Allows the user to manage tickets. |
Assets admin | Allows the user to manage assets. |
Locations admin | Allows the user to manage locations. |
Assign new locations | Allows the user to assign new locations to users. |
Permissions must be entered using "Yes" or "No".
💡 Tip
If you want to use the default permissions associated with a role, select the corresponding role in the Role column and use the Roles tab in the file as a reference.
3. Assign users to groups
Use the Groups tab if you want to add users to one or more groups.
Complete:
User Email: must match the email entered in the Users tab.
Group Name: enter the group you want to assign to the user.
If a user belongs to multiple groups, add one row for each group.
The Group Definitions tab contains the groups available in the account and their identifiers.
You can use this information as a reference when configuring assignments.
4. Assign locations to users
If you need to configure users' Locations during the import, use the Assign Locations tab.
Complete:
User Email
Assigned Location Name
This allows you to associate specific locations with each user.
5. Assign assets to users
If you use the Assets module, you can assign assets during the import using the Assign Assets tab.
Complete:
User Email
Assigned Asset ID
The Available Assets tab shows the assets that can be used as a reference for these assignments.
6. Review the file before importing
Before uploading the file:
Make sure all required fields are completed.
Check that the email addresses are correct.
Make sure permissions use Yes/No.
Verify that group, location, and asset names match those available in your account.
Do not modify the column names in the example file.
7. Import the users
Once you have completed the file:
Save the Excel file.
Go back to Settings and help > Users > Import.
Select the file.
Click Import.
Wait while DataScope processes the information.
After uploading the file, the users will be processed and DataScope will notify you if any errors are found.
⚠️ Important
Bulk import allows you to configure a large amount of user information from a single file. However, you don't need to complete every tab if you don't use those features.
For example, if you only need to create users, you can complete just the Users tab.
If you also want to assign users to groups, locations, or assets, complete the corresponding tabs.