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.
|User Email Address|
|Create||Create User Now|
No - will invite user
|Roles||Roles - if assigning more than one role then separate each with a semi-colon||Administrator;Packer;Customer;Data Entry;Onforwarder; Driver|
|Customers||Customer Names applicable. - if assigning more than one role then separate each with a semi-colon.||Where User is of type 'Customer'|
|Warehouses||Default 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
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