When you need to add a considerable number of users in your company pool or a subscription, you can add them in batch using a comma-separated file. This article explains how you can do that.
Remember that to include a user under a service subscription, they must belong to the company user's pool. Only the Customer Portal administrator can create users in the company user's pool.
Click the Company user menu on the left-side menu. The select All Users, and click the three-dots menu at the top-right corner:
Select Download template. The portal downloads an Excel file as follows:
The file already contains some examples. However, consider as follows:
•You cannot add more columns to the file.
•Do not leave empty cells on mandatory fields. If you need to delete a user from the file, delete the whole row from the left side.
•You cannot have two or more users with the same email. Bizagi displays warnings and errors when the file contains an email of an existing user.
•The following fields are mandatory:
-Manager's email address
Save the file as CSV UTF-8:
Click the three-dots menu and select Import from CSV file:
Upload the CSV file:
Before creating the users in the company pool, Bizagi validates if the users dO not exist or that there are no issues with the information of any user. The wizard finds errors, it displays a warning, and you can download an error log:
For example, it shows when mandatory fields are empty:
A subscription owner can manage users of a specific service. To add users to the subscription, users have to be already created in the company user's pool. If a subscription owner tries to add users to the subscription using the CSV option, and the user is not part of the company user's pool, the wizard displays a warning:
To add users from the subscription, the subscription owner must be also a Customer Portal administrator.