Add users in bulk

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

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.

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:

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.