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How to import users?

How to create several users into your account using an Excel list

Aristotle avatar
Written by Aristotle
Updated over a week ago

From the Web Platform, go to Settings > Users > Import

1. Download the sample file

Click Download sample file to get started. The Excel file contains two tabs:

  • Users: to upload personal information and permissions for each user.

  • Groups: to assign users to one or more groups.


2. Fill in the "Users" tab

This sheet includes the following columns:

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).

All permissions must be indicated using "Yes" or "No".


3. Fill in the "Groups" tab (optional)

Use this sheet if you'd like to assign users to one or more groups.

Column

Description

User Email

Must match the email of an existing user (whether imported or already created).

Group Name

Name of the group to assign. You can add multiple rows if the same user belongs to multiple groups.

You can also use this tab to assign groups to users who already exist in your account.


4. Import the file

  1. Save the file

  2. Go to Settings > Users > Import.

  3. Select the file.

  4. Click Import.

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