Importing users with CSV Import
3:23 min
In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). You can then refine permissions and settings using the bulk update feature.
Supporting documentation
Presented by Andy Bass
Implementations Consultant
Category
Tags
Related video tutorials
Easy budget upload
In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work.
1:35 min
Manage user-specific profiles
In this video for administrators Tina shows how to create a user-specific profile to apply ad-hoc permisisons to an individual user, overriding their default profile.
1:38 min
Manage site-wide profiles
In this video for administrators Tina looks at the default profiles available for assigning (administrator, advanced, basic and viewer) and shows you how to create a new profile to restrict sales rep access to certain functionality.
4:36 min
Bulk update users
Learn how to save time by applying settings, permissions and database restrictions to multiple users at once using Bulk Update. This is often the next step after importing users.
3:37 min