You can onboard users using individual email addresses or in bulk using a CSV file

Using Individual Email Addresses

This feature enables you to add users by entering their email IDs. All email addresses will receive the same level of permissions chosen in this process. A maximum of 10 emails can be added at once. For adding more users, the bulk user upload feature is available to create users in bulk efficiently.

Perform the following:

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Admin access required

You need to have org access to add the users.

1. Click Add new user.

2. Select Add with email addresses and click Continue.

3. Enter the email addresses one by one in this text box and click "enter" on your keyboard after typing each email. A maximum of 10 emails can be added.

4. Select the User Type and click Continue. Please note that it is mandatory to assign a user type to each user.

5. For Standard users - Select the entities to which you want to give access for those user(s) and click Continue. You can give access to the entire Organisation or certain Org units or Stores.
   Note: Organisation owners will have access to the entire org by default, and hence there is no need to select any entity for an Org owner.

6. (Applicable for Standard users) Choose the relevant permission set or you could also create a new permission set and click Continue.
   Org owners will have full authority, so there is no need to select any permission set for an org owner.

10. Click Send invite.

Once the Send Invite button is clicked, an email is triggered to the user's email address. They can click on the link provided in the email, and get started.

Bulk Upload

You can use the bulk-upload option to add users in bulk. With the bulk upload, you can have different permissions mapped to different users. A maximum of 50 users can be added using bulk upload.

To add the users in bulk, perform the following:

1. Click Add new user.

2. Select the bulk upload option.

3. Upload the CSV file. You can download the sample file, enter the values, and you can upload the same file. You can have multiple people on this list, and can also have different permissions for each person. So that way, you can customize permission for different users through this bulk upload flow.

   email	Email ID of the user
   userRole	A designation of the user. For example, admin.
   groupName	If applicable, the user group to which the user is associated with.
   title	Title of the user. For example, Mr, Miss.
   firstName	First name of the user
   middleName	Middle name of the user
   lastName	Last name of the user
   mobile	Mobile number of the user
   accessibleEntities	Entities to which the user will have access. Organization, Org units/Concepts, Stores, Zones.
   userType	The user type. Standard or Org owner.

4. Click Create user(s). An email will be sent to the registered user to reset the user.

Managing Users

Viewing Users

You can view the user list on the Onboarding users' homepage. You can also export the users' list. The users list includes the following details:

• Name and Email address of the user
• User type
• Status
  • Active indicates that the user is active
  • Pending indicates that the user has received the invite to join the organisation but has not joined
  • Deactivated indicates that the user is deactivated.

Exporting Users List

You can export the present users' list of the org in a CSV format. The CSV file contains the following details:

• First name

• Last name

• Email address

• Mobile

• Status

• Created on

• Created by

• Last login

• Is cap tech user - Indicates if the user is a capillary tech user. This is identified using the email address of the user.

  

Updating Users

You can update the users using the bulk update option

1. Select the Bulk update users option from the user listing page:

2. Upload file with relevant fields to update user details:

   

3. Click Done.

Note: Updating user permission will append or add to the existing permissions.

Removing a User

You can remove users individually or multiple users together by selecting 1 or many user(s) from the user list available on UI. To remove, on the user listing page, select the user and click Remove from organization.