We have added a new function that allows the Administrators to add multiple new users at once.
In the Users module, the Bulk Upload function can be found next to the Add User button.
To add multiple new users via Bulk Upload:
1) Click on Bulk Upload.
2) Once you have clicked on the Bulk Upload button, download the excel template by clicking on the Download Template button found on the following bulk upload pop-up window. Fill in the fields in the template accordingly.
3) Next, you may click on the Upload button or the green box above to upload the excel template.
4) Once your excel template is successfully uploaded, the Users will be added with a Draft status.
4) To proceed to activate the Users, go to the respective User's profile and click on Activate and Notify.
Important Note: The bulk upload template is not supported to upload the auditor roles in bulk.
Important Note: You can create a maximum of 15 Users in the bulk upload template.
Important Note: Please check all User details before activating the User.
To find out more about how to create a user, click here.
If you face any issues, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 and we will be happy to help.