Import new users to InviteDesk
We already talked about the general section of users.
(Click on the following link to go to this separate article for more details: “Overview & actions").
In this article, we will talk about importing new users to InviteDesk.
By clicking on the icon, which you can see below, on the right-hand side of the "Users" section, you can import new users to InviteDesk by using an Excel file.
The system will take you through an easy-to-understand wizard:
Upload:
Choose your file (Maximum of 10.000 rows for each Excel file) and determine if the first line of your Excel file is just data or the title of your column names.
Selection:
In this next step you will determine the following:
- Language: select the default language for your users, in case this value is not present in your Excel file as a separate column.
- User profile: select the specific user rights profile for these users.
(Click on the following link to go to this separate article for more details: “Create a new user right profile"). - Team: you can optionally select the team that these users will be linked to.
(Click on the following link to go to this separate article for more details: “Add a new team"). - Send activation mail: you will have the option to activate or deactivate the slider "Send activation mail". If you deactivate this slider, you can send the activation mail at a later time. That way you can already start adding users, and using them for example as Ticketholders for a certain event, but you will have to send the activation mail at a different time. Don't forget to come back and click on the envelope icon for this specific user or users, to send the activation mail if needed.
- Imported users: identify data of your Excel file. Here you will determine the data of your columns and map it with the appropriate data field. The first name, last name and mail of your users are mandatory. You can always decide to not import specific columns.
Excel validation:
In this step, the wizard will determine how many valid users there are present in the Excel file. We will indicate which emails are duplicates, are existing or contain incomplete data. If this is the case, you will be able to see what is wrong, for example, "E-mail is empty".
When ready, click on "Finish" at the bottom. These users will now be added to your users.