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User Management overview

Bulk create and update users

Create users and update users' information in bulk
You can now use the
Bulk Update
 feature in
Account Admin
 to create multiple firm users in bulk.
note
Currently, the
Bulk Update
 feature allows you to create users in bulk. Coming soon, you will also have the ability to bulk update current users' information.
  1. Go to
    FileRoom
    ,
    Admin
    ,
    Users
    , then
    User Management
    .
    Select Admin, USERS, then User Management.
  2. Select Bulk Update
    Bulk Update button
  3. On the
    Bulk Update
     dialog box, select
    Download Template
     to download an Excel template file.
    Bulk Update modal
  4. To bulk create new users, fill out the template file and enter a new username, first name, last name, email address, and user group.
    note
    Al
    • Mandatory fields marked with an asterisk (*) must be accurately completed before submission. Submissions with missing required information will not be processed.
    • Username & Email ID must be unique.
    • For multiple office locations & user group additions, separate each entry with a comma.
  5. When you are ready to bulk-create users, go back to the
    Bulk Update
     dialog box, select
    Browse
    , then select
    Upload
    .
  6. After the file is processed, select
    Download
     to see which users were created successfully and which user accounts failed to be created.

This article applies to:

  • PRODUCT: SurePrep

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