Adding new users
Adding a single user
To add a new user, click Members on the left side menu.
Then click Add Users.
The Invitation List will appear and you will be able to add user(s) to this list to be invited to the platform. Click Add User.
Enter the intended new user’s name and email address in the fields provided, then click Add User. You can manually add multiple users to this list. If you’ve made a mistake, you can click Delete for any user under “Actions” in the table.
Under custom options, you can set an expiration date for the user(s). You can also assign roles to the user(s).
Once you’re ready, click Send invitations. This will generate an email to each user in the invite list that contains a unique link for them to select a password and set up their account on the platform.
Adding multiple users at once
To add multiple users at once, click on Members on the left side menu.
Then click Add Users.
The Invitation List will appear and you will be able to add user(s) to this list to be invited to the platform. Click Add Multiple Users.
Click Upload File.
Make sure you upload a CSV file that contains two fields with the users name and email address. Your CSV should be formatted as follows. Ensure you save it as a .csv, not an .xlsx, .xls, or other format.
The first field should contain the user’s name (full name). The header should appear as
namein all lowercase. "NAME," "Full Name," or other variations may cause errors.The second field should contain the user’s email address. The header should appear as
emailin all lowercase. "EMAIL," "Email," "Email Address," or other variations may cause errors.Leave other columns empty. Extraneous information may cause errors.
name | |||
|---|---|---|---|
Example User1 | exampleuser1@example.com | ||
Example User2 | exampleuser2@example.com | ||
Example User3 | exampleuser3@example.com |
To prevent errors, it’s suggested to import no more than 100 users in a single batch. If you need to do more than 100 users, break the file down into smaller components or contact support@vexcelgroup.com for assistance.
If there is a problem with your file, or the file is not formatted correctly, you will see an error message. To resolve this, you’ll need to format the file correctly. Verify that you’ve formatted your CSV according to the guidelines above (and that it’s saved as a .csv and not some other format). If you need further assistance, contact your administrator or access help via the help menu in the upper right corner.
Once the users are imported into the list, click Add Users. This adds the users to the invite list.
Once you’re ready, click Send invitations. This will generate an email to each user in the invite list that contains a unique link for them to select a password and set up their account on the platform.
Removing users
To remove a user, click on Members on the left side menu.
Select the user(s) in question, then click Delete Users. If you’re sure you want to delete the user(s), then click OK.
