Who is this article for?
This article will guide you through how to use the Users - Bulk Import tool.
Not all clients will have this tool added to their system. If you believe you would benefit from this tool, please contact your Account Manager for more details.
Should you wish to use the import tool to update existing users on your Workrite system, please look at our related article How to use the 'Users - Bulk Import' tool - Updating Existing Users
It is recommended that existing users are backed up on the system in case of any issues with the new upload - information on how to do this can be found here
Firstly you will need to go to Management System and select the Tools option on the left hand side of the page
This will then take you to Tools page which will show all Tools you have licensed to your system. Select the option Import Users from Excel
You will then need to select your Theme.
If these are new users on the system, you will not need to select any of the advanced settings.
You can then upload your file clicking the Choose file button
Please note that the file .xlsx or .xls only. You will also need to make sure you have the correct user upload template
You will then need to click Upload to upload the file - once this is complete you can click Import - depending on how large the file is it make take several minutes for the upload to be complete.