In the Admin Portal, underneath the User Management heading, choose Users.
From here you can individually manage all the users in your organisation as well as invite new users by email address or mobile phone number.
You may also choose to bulk-onboard a whole organisation at once to save time. To do this hit the blue import users button, download and complete the csv template (open this in excel!) and re-upload it with all the colums completed.
You will then receive an email to let you know that your import has been successful.
What if the import fails?
If the import fails, don't worry. You'll receive an email explaining why, simply correct any errors and re-upload.
|First Name||Yes||The user's first name.|
|Last Name||Recommended||The user's last name/surname.|
|Email Address||Yes/Optional||The user's email address. This is optional if you provide a telephone number for the respective user.|
|Telephone Number||Yes/Optional||Ther user's telephone number. This is optional if you provide an email address for the respective user.|
The CSV must be comma separated (do not use tabs as the delimiter).
Some columns need extra attention. Review your fields as described below.
The email address should be unique to the user. If they do not have an email with your organisation's domain, this is fine, as you're inviting them through the Admin Portal we will automatically add them to your organisation.
- Each number must be a mobile number, no landlines allowed
- Each number must be written in the international format (UK +44, CH +41, DE +49)
- Check if each number is of the same length, shorter or longer numbers often indicate that they're invalid