This article will help you to
 

• Create new users
• Manage new users
• Upload new users with Excel
• Identify common import errors

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Create new users

1. Click on Admin in the upper right corner and then on Users in the drop-down menu.

2. Click on the Create users in the upper right corner.

3. Type or copy and paste emails of the users you would like to create in the dedicated field and click Continue.

4. Make sure that first name, last name and email address of all users you'd like to add are correct and click Create users.

Manage new users

1. In the next step, you can give users access to specific channels, add user labels and send invitations. To do so, click on Manage users.

2. Click the action you would like to apply:

Add to channel

Add user labels 

Send invite 

3. Once you have applied all actions, click Done.

Upload new users with Excel

Before importing users to the platform, you have to prepare an Excel file with the users and the information you’d like to upload. Make sure that: 

• All users and their information are on the first sheet as we only import the first sheet of the file.
• The first row does not contain any user info you want to upload. This row is considered to contain column headers and will not be imported.
• That user info is split into separate columns. First -, last name and email are required. (SSO IdP ID is for platforms that have enabled Single Sign-On)
  
  

1. Click on Admin in the upper right corner and then on Users in the drop-down menu.

2. Click on the Import button in the upper right corner and then on Import Users from Excel.

3. Drag and drop your Excel file in the provided area or click on the field to upload the file.

4. You will now see a table showing the first five rows of your Excel file. Verify that the content is correct and select the right headers for each column. (Required for first -, last name, and email.)

5. Click on Next. A report of what is about to happen will open up. If no problems have been detected, click on Import to start the user import.

6. Once you have uploaded the new users make sure to send an invite. 

Common import errors

We always analyse your file and show you a report of what exactly will happen when your file is imported. If the analysis detects any problems, you can cancel and fix the errors. 

• No identifier - Columns are missing an email.
  For SSO-enabled sites, neither an email nor an IdP ID was offered.
• Invalid emails - When columns contain incorrectly formatted email addresses.
• Duplicates emails or SSO IdP IDs - When the file you are importing contains
  the same email address or SSO IdP ID in more than one column.
• No identifier - When columns are missing
• Multiple targets - When a column contains both an email and an IdP ID,
  but the installation already contains a different user for each of those.
• Multiple sources - When two columns each contain an email and an IdP ID,
  and they both match a single existing user on the installation.
• Missing names - When the first and last name fields of a column are both empty.
• Updated - The file you are importing contains updated information to some users.
• Unchanged - Refers to users already on your platform, and all the uploaded
  information was identical.
• Skipped - This means these users will not be imported

We hope this article has been useful for you.

If you need more help, feel free to reach us:

support@nos.co