Bulk Group Creation allows Business Administrators to create multiple Groups (Sites) at once using a CSV upload in the ANVL Admin Portal. Groups are created live and available immediately.

New Groups do not inherit configuration (Workflow Categories, Work Item Categories, etc.), and additional setup is required before workflows, assignments, or reporting can be used.

Answer

Business Administrators can upload a properly formatted CSV file in the Admin Portal to create multiple Groups simultaneously. All required fields must be completed and validated before submission.

Steps

Open the ANVL Admin Portal
Navigate to Bulk Group Creation
Download the provided CSV template
Enter one row per Group (Site), completing required fields [Group (Site) Fields Reference]
Save the file as .csv
Upload or drag and drop the CSV file
Review the rows in the validation table
Correct any issues directly in the table, if needed. Click Save after making changes.
Select Submit to create the Groups.
Verify the new Groups in Group Management
REQUIRED: Set up Workflow Categories
IF Work-First: Set up Work Item Categories