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  2. Adding Users, Sites and Assets

Adding Multiple New Users

How to add multiple new users with a file upload.

  1. To onboard multiple users at once, click Onboard Users in the top navigation.

  1. Click the Onboard Type drop-down menu and select Add Multiple Local Users.

  2. Download the sample Excel spreadsheet.

  3. Complete all required fields (First Name, Last Name, User ID (email address), and Employment Type) in the spreadsheet and save the file.

    Note: to associate a group with a user, an asset or policy group must already be created. To learn how to create an asset group, read the documentation Creating Asset Groups.

  4. Click Select File to Upload, local your saved Excel spreadsheet, and press Upload. Wait until you see the confirmation, Your request processed successfully.