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Importing Users
As an Admin, you have the ability to invite new users into the Leadr platform! It's all fun and games until you have to invite 20+ People to the platform at once, right? We made a solution for that.
To keep things as tidy as possible in your digital workspace, the People Admin page is moving into the People area of the app with a new tab at the top next to Org Chart.
This makes it easy to manage all your "people" tasks in a single place. Having the administrative tools next to the function they relate to removes the need for a fully separate Admin area in Leadr
Importing users is designed for those situations when you need to invite many people at once. To invite one or two people, the article Manage Users may be more helpful for you!
Let's Get Started!
- First thing first, you will navigate to the People->Admin Tab
- Next, navigate to the Imported tab in the People view
- After you are in the Imported section, navigate to the top right corner to where you see Import Users
- Click on the Import Users button, shown above. This will bring you to the Upload CSV Page. You will need to download the Sample CSV (seen below) and add your list of users to this sheet.
- Filling out your own CSV for your user import, you will want to make sure you have the following fields filled out:
- Once you have filled out your User CSV, you will be able to navigate back to the Import User page and load your CSV to import your users
Something to note about Imported Users versus Invited Users, is that Invited users are sent an invitation to the platform automatically as soon as you invite them. In comparison, Imported users stay in the imported stage until they are invited into the platform manually.
Video Walk-through of User Import
For any additional questions, please reach out to support@leadr.com