Manual Creation/Bulk Import
The "New User" button adds a new user based on the selected role. This ensures a quick introduction of users with specific role privileges.
Filtering Users by Roles
Access the All Users page.
From here you can use the dropdown menu above the search bar to view users by specific roles.
A list of all available roles for your location will be displayed for easy reference.
Adding New Users
Click the "New" button in the top right corner of the page.
Fill in the details required by the role: name, date of birth, email, etc.
Save the new user to create a profile without the need for additional clicks, ensuring an efficient process.
OR
Click the "Bulk Import" button in the top right corner of the page.
Upload your .csv file, and assign columns to data fields as prompted
You can follow the progress of your import on screen; If your file is particularly large, it may take some time.