Adding Multiple Users to a Catalog in a single file.

This article describes how administrators can upload multiple users to a single catalog by importing a csv file. This is handy when you have many new users and do not want add them one-by-one.

1. Login to the Catalog you want to add new users for and Select the People tab.

Login to the Catalog you want to add new users for and Select the People tab.

2. Select Download Template to save the excel file format for user importing.

Select Download Template to save the excel file format for user importing.

3. Complete the downloaded template with information you want to upload and save as a .csv file

The required fields are email, firstname, and lastname

The optional fields are company,city,state,country,and phone. Even if you do not want to complete the optional fields, the columns must remain in the imported file.

Note: You can also add a default password for each new user. Please check with the FatStax Customer Success team at support@fatstax.com to get details.

4. Select Import People, Choose the import file, and then Select Upload and Process

Select Import People, Choose the import file, and then Select Upload and Process

5. After importing, you will see a confirmation of users imported and the status.

The status will show a successful import and any error messages for a single user.  As a check, you should review your original import file to make sure all were imported successfully.

6. Click on the People tab to view all users. The status column indicates whether they are verified for access or not.

If you add a user that already has access to another catalog, you will see their status as Added (green) indicating that they are verified for this catalog too.

if you add a new user to FatStax, you will see a Pending (blue) status that indicates an invitation to set up their account with a password has been sent. It is up to the new user to follow the instructions in the email to verify their account and access the FatStax catalog.

Click on the People tab to view all users. The status column indicates whether they are verified for access or not.

0 Comments

Add your comment

E-Mail me when someone replies to this comment