Adding & managing users (adding, import, export)

If you want to create a user account from the Management Portal, click on + and follow the steps. First name, last name and email address are required.

Enter other data if needed from the add user window by expanding the different sections or add/edit this information later from the User's page.

When a user that has been created from the Management Portal first signs in to either the Operations or Customer Portal, the user will have to click on the "Forgot password" link in order to set a password for their account.

Import users

If you'd like to import users in bulk, first complete the user import template and then send the data to us to get it imported. Read the user import help doc to learn more about how to prepare the import document.

Export

Click on the ⠇icon and then Export users to generate a CSV file export of the data returned based on the settings you have applied. Once the file is generated, you can Click to download the file.