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How to add users

Find out how to add single or multiple users to your organisation's Dashboard

Written by Tim Bates

Add users to your organisation's Dashboard so your employees can view and/or edit geofencing projects. You can also assign users to a specific user role or to a group, or subgroup, if the group-scope setting is turned on in the Dashboard. Find out about groups here 👈

Please note: only a Super admin or Admin can add a user. Find more out about user roles here 👈

How to manually add single users

  1. Log in to the Tended Dashboard

  2. Click the "Users" tab at the top of the screen

  3. Click "Add user"

  4. Enter the following details of the user you wish to add to your Dashboard:

    1. First name

    2. Last name

    3. Email address they will use to receive the Dashboard invite email

    4. Phone number (optional)

  5. You can assign users to a project group (if relevant) at this stage.

  6. You can also choose to assign them to a default or custom user role too! Find out more about custom user roles here 👈

  7. Click "Add row" if you want to manually add more than one user and then repeat the above steps

  8. Click "Import users" when you are finished manually adding users

  9. An email will be sent to the new user(s) instructing them to set up their account

How to add multiple users using a .CSV template

If you have a lot of users to add to the Dashboard in one go, a quick way to add them is to use the .CSV template feature!

  1. Log in to the Tended Dashboard

  2. Click the "Users" tab at the top of the screen

  3. Click "Add user"

  4. Click "Download CSV template" to download a user template for use with Microsoft Excel or Google Sheets

  5. Open the template using either Excel or Sheets and add the user details to each column:

    1. Column A - First name

    2. Column B - Last name

    3. Column C - Email address (this is the email address the Dashboard invite will be sent to)

    4. Column D - Phone number (optional)

  6. Save the spreadsheet, making sure to save it in its original .CSV format (i.e. do not use "Save As" and save as either an .XLS or .XLSX)

  7. Click "Upload CSV" in the Dashboard

  8. Now select the .CSV file you've just edited and click "Open"

  9. All of the users will now appear in the list

  10. You can now assign each user to a group and/or user role, as required

  11. Click "Import users"

  12. An email will be sent to the new users instructing them to set up their account

Any questions or issues?

We're here to help! Simply pop us an email at support@tended.co.uk, WhatsApp us on +44 (0) 7713682625 or chat with us via the help button at the corner of this page or within the Dashboard 😊

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