Yes, you can add multiple users at a time by following the below steps:

  1. Click Users on the left pane in Administrator login, and then click Add>Upload a csv. A pop-up dialog appears.
  2. You can add multiple users using a .CSV file. Click Import and select/open the .csv file from your computer.
  3. After importing the file, map the contents of .csv file with the application labels when you upload .csv file first time.

    For all the subsequent uploads, previous settings for labels are considered. Click Save after completing the mapping of data and click Add to upload the mapped .csv file.

  4. Click Save after completing the mapping of data and click Add to upload the mapped .csv file.

CSV upload with mandatory fields

It is not mandatory to add user’s profile and Manager’s email-id in the CSV. User name and the user’s email-id are the only mandatory fields.

In this case, by default your company’s Administrator is treated as the Manager for users. By default, employee is considered as user’s profile.

Sample CSV

Captivate Prime sample CSV is available below with mandatory fields.

Изтегляне

CSV upload with all the fields

Before including Manager’s email-id for any employee, ensure that the Manager is first added as an employee in CSV. For example, refer to the employee name, Howard Walters in the snapshot below:

CSV file
CSV file

Also, Administrators of an organization can add themselves as employees and mention their Manager’s email-id as root.

Sample CSV

Captivate Prime sample CSV is available below with all the fields.

Refer to Using CSV upload feature help content for more information.

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