Add a group of users to SV3 Enterprise

Import multiple users at once from a CSV spreadsheet.

Before you start

You must be a Global Admin or Local Admin to add new users. Imported users get the Standard User role by default — you assign other roles after the import.

Upload users

1. Click Settings, then click Users.
   
2. Click Upload Users. The Import Users From a Spreadsheet box opens.
   
   
3. Click Example CSV to download a sample CSV file.
4. Open the file in a spreadsheet program (or a text editor) and enter the users' details.
5. Depending on your needs, you can turn the following options on:
   1. Delete any previously synced users that are not in this file - Take care if you turn this on as it will delete any users not in the upload file; that means a partial upload could delete many users unintentionally. 
   2. Overwrite user location roles - This will change a user's role at a particular location if it does not match what is currently in the system.
   3. Synchronize location roles - This will change a user's role at a location if it does not match what is currently in the system.
6. Click Upload and Process and select the file to upload.

Result

The system imports the users from your CSV file and assigns them the Standard User role. To change a user's role — for example, to Local Admin, Receptionist, or Security Officer — go to User Management and select the user's name.