To access this guide as a PDF click here: Enerflo-Guide_Admins-How-to-Bulk-Import-Users.pdf
STEP 1
While logged in to the org you would like to add users to, from the Home page, click Manage Users within the Quick Links section. If adding users to a sales org, make sure you are logged in to the sales org and not the parent company.
Or, use the left column nav to go to Your Roles > Sales Company > Company Users.
Click the + Import Users button in the top right corner.
STEP 2
On the Import page, download the file template (Click here to download the file template link)
⚠️ Important! Do not modify the formatting or remove any columns. If a column is not applicable, simply leave it blank. Deleting columns or changing column names will cause the import to fail.
Enter the Required User Information into the template file.
Return to the Import page and Upload your completed file.
To automatically send a Welcome Email to New Users, ensure the Checkbox is selected.
Click Import Users to complete the process.