Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add multiple new users at once.
To add multiple new users via Bulk Upload:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to Users, and click on Bulk Upload.
2) Once you have clicked on the Bulk Upload button, download the excel template by clicking on the Download Template button found on the following bulk upload pop-up window. Fill in the fields in the template accordingly.
3) Next, you may click on the Upload button or the green box above to upload the excel template.
4) Once your excel template is successfully uploaded, the Users will be added with a Draft status.
5) To proceed to activate the Users, go to the respective User's profile and click on Activate and Notify.
Important Note: The bulk upload template is not supported to upload the auditor roles in bulk.
Important Note: Please check all User details before activating the User.
Congratulations! You have completed the tutorial on How to Add Multiple New Users at once.
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