Bulk Add Users
How to add users in bulk manually?
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To add users manually, please follow the steps below:
- Go to Surveys >> Organization >> Users
- Click on the + Add User button
- In the pop-up, add the email address of the user, select the role and team
- Click on the "+" icon on the right to add more fields
- Finally, click on the Add User button
How to import users in bulk via CSV file?
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To import users via CSV file, please follow the steps below:
- Go to Surveys >> Organization >> Users
- Click on the + Add User button
- In the pop-up, go to Upload tab
- Download the sample file from the pop-up.
- Fill in the details in the sample file
- Uplaod the sample file back in the pop-up
- Finally, click on the Add User button
Can I edit a user's details?
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Yes. As a primary account you can edit the user by following the steps below:
- Go to Surveys >> Organization >> Users
- Click on the email address of the user or three dots on the right hand side of the user
- Edit the details and click on the Save Changes button
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