Bulk Upload Users

Implementation Tip: To learn more about users, check out this article. 

In order for an individual to access Intouch products, receive notifications, etc., they must be added as a user and the user must activate their account.

You have two options for adding your users:

1. Bulk upload all your users.
2. Add individual users manually.

If you have a large number of users, it would be easiest to use the bulk upload feature to create the user accounts.

To upload your users, navigate to Account Settings and go to the Organization Settings page, then click on Users. Open the triple-dot menu and click on Upload Users to open the bulk upload interface.

Download the Template

You must use the template that is provided to create your user file.

Download our template here or from the user interface.

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Do not modify the column headers in the template.

Do not change the file type. Only .csv files are accepted.

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Populate Your File

Add your user account details to the file. At a minimum, you must provide the user's email address, role, hierarchy access details, name. and language.

Column Header	Details
email	This is a required field. Enter the user's email address. Must not already exist on a user account. Standard email address validation applies.
role	This is a required field. Enter Admin or User. An Admin user has access to all features in the system. If you do not want the user to have access to all features, set their role to User. If needed, you can then grant access to specific features with user permission rules.
hierarchy_nodes	This is a required field. Enter the hierarchy node(s) the user should have access to; the value(s) entered must match exactly with the node name in the hierarchy. If the user has access to multiple nodes, separate the values with a comma. E.g. District 1,District 2 Because hierarchy details are required when setting up a user, you must set up your hierarchy and locations before adding user account details.
hierarchy_roles	Enter the hierarchy roles the user should have for each hierarchy node If the user has access to multiple nodes, separate the values with a comma. E.g. territory_manager,territory_manager Accepted role values include: regional_manager territory_manager district_manager division_manager area_manager maintenance_manager hr_manager location_manager
access_groups	This is optional, however, users will be unable to access Intouch products unless they belong to at least one user group. The value(s) entered in the file must match exactly with the group name(s) in the system. If the user should belong to multiple user groups, separate the values with a comma. E.g. Auditor,Approver
first_name	This is a required field. Enter the user's first name.
last_name	This is a required field. Enter the user's last name.
timezone	This is an optional field, however, the user's timezone will be referenced to determine how times are displayed in system generated notifications, etc. The value entered in the file must match the value as shown in the system. E.g. America/Toronto, Europe/Rome, etc. If no value is entered or the value is entered incorrectly, the timezone will default to America/New_York (I.e. Eastern time) Download a complete list of all available timezone values.
language	This is a required field. For English enter en_US. For French enter fr_CA.
title	This is an optional field. Enter the user's title.
phone	This is an optional field. If you are entering a phone number, enter 10 digits with no spaces, dashes, etc. E.g. 5551235555
cell	This is an optional field. If you are entering a cell number, enter 10 digits with no spaces, dashes, etc. E.g. 5551235555 Users who have a cell number on their account can receive SMS notifications if triggers have been set up to send using text messaging.
send_activation	This is an optional field. This value determines if the system will send an account activation email to the user. Enter Y if you want a notification sent to the user or N if you do not. If no value is entered, no account activation email will be sent. If you prefer to not send the account activation emails when you upload your users, you can contact a support agent to send them all at a later date.

Step 1: Upload

When your file is ready, click on Upload File and then browse for/select your file.

When you have selected your file, click on Continue. 

Step 2: Status

Your file will undergo a verification process; if there are no warnings or errors, click on Submit to proceed.

If issues are found, the warning(s) and/or error(s) will be identified. You may proceed if a warning is displayed, however be certain that the user detail that generated the warning is correct and the warning can be ignored.

If an error is found, it must be corrected before you can proceed.

Step 3: Confirmation

Following the verification process, your file will be queued for upload and then processed. 

A confirmation will be displayed when it is complete.

 

User account details can immediately be viewed on the Users page.

Edit or Delete a User

• Click on the user in the list to edit the user's account details.

• In the editing interface, click on the Delete User button at the bottom of the page to deactivate and delete the user's account.