Method 1: Adding a Single User Manually
This method is perfect for quickly adding individual team members.
Navigate to Company Settings
From the main dashboard, click on Company Settings in the left-hand navigation menu. This is your central hub for managing company details and user permissions.Access User Information
Within Company Settings, click the User Information tab. You will see a list of all current users, including their roles and statuses.Initiate Manual Entry
Scroll to the bottom of the user list and click the + Add User Manually button. A form will pop up to capture the new user's details.Complete the User Form
Fill in the required fields, such as the user’s full name and email address.Pro Tip: Double-check the email address for typos to ensure the user receives their invitation.
Assign a Role
From the "Role" dropdown menu, select the appropriate permission level (e.g., "Admin" for full access or "Viewer" for read-only). The role determines what the user can see and do within the platform.Save the New User
Click Save (or Create). A confirmation message will appear, and the new user will be added to your account.
Method 2: Adding Users in Bulk with a CSV File
This is the most efficient way to onboard multiple users at once.
Locate the Bulk Upload Feature
In the Company Settings > User Information tab, click the Upload CSV button. This will open the bulk upload interface.Download the CSV Template
Click the Download CSV Template link. This provides a pre-formatted spreadsheet with the exact headers required for a successful upload, such as Name, Email, and Role.Populate the Template
Open the template file in a spreadsheet editor like Microsoft Excel or Google Sheets. Enter the details for each user in the corresponding columns.Important: Ensure your data matches the template's headers exactly. For the "Role" column, use the precise role names available in DIVACS (e.g., "Admin," "User").
Save the File
Once all user details are entered, save the file in CSV (Comma-Separated Values) format.Upload and Verify Your File
Return to the DIVACS Upload CSV interface and upload your saved file. The system will process it and display a preview of the data.Review Carefully: This preview screen allows you to review all user information before finalizing the import. If you spot any errors, you can edit the cells directly on this screen.
Submit and Finalize
After confirming the data is accurate, click Submit. DIVACS will create accounts for all the users listed in your file. You will receive a success notification, and the new users will appear in your user table.
By following these steps, you can efficiently manage your team and ensure everyone has the right level of access to the DIVACS platform.