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
Save the file
Go to Settings > Users > Import.
Select the file.
Click Import.
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