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Lots of users to setup?  You can bulk import users to speed up the job. Check out this great tip from Tony:




From the Users page, select more and 'Import CSV'

Select 'download Sample Data' to obtain a table for populating user information.


Add the new Users to the template.


Column HeaderDescriptionDetail
NameUser Name
EmailUser Email Address
CreateCreate User Now

Yes

No - will invite user

PasswordUser Password
RolesRoles - if assigning more than one role then separate each with a semi-colonAdministrator;Packer;Customer;Data Entry;Onforwarder; Driver
CustomersCustomer Names applicable. - if assigning more than one role then separate each with a semi-colon.Where User is of type 'Customer'
WarehousesDefault Warehouse(s) -- if assigning more than one role then separate each with a semi-colon


Sample entry to CSV:




Save the exported file and re-import.

Import results will display.


 


Key Note: Options to hide charging information from Users are off by default. To change, search for the User and edit settings.

Links to further detailed reading

Please click on the links below for further information relating to this or follow the links via the menu on the left.