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.
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 email@example.com to get details.
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.