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Table of Contents : |
How do I upload all the users in Bulk using USERS BULK UPLOAD?
| 1. | Login to your account using the username and password provided. | |
| 2. | Hover on the Users tab and Click on Users sub-menu tab. | |
| 3. | Click on USERS BULK UPLOAD Button. It will open a new window. | |
| 4. | In a new window, Select User Level and Client from the dropdown list. | |
| 5. | Select the file to upload. | |
| 6. | Click on Upload Button to Upload document. | |
| 7. | It will display the columns to map with uploaded columns, you can map mandatory fields. Note:All the columns should be mapped properly with respective columns Ex: First Name, Last Name, Email Address |
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| 8. | At the right side, Click on PREVIEW or CONTINUE Button. Note: If you click on PREVIEW button, the system will show preview for uploaded users list. |
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| 9. | If you click on Continue Button, It will open a pop up message. Click on OK button. |
| Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Lauren Partridge
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