Signals Notebook: Bulk import Users from the Signals Configuration

For Administrators only.

*Required.

1️⃣ Signals Configuration ➡ select [Users]
2️⃣ Users ➡ select  [Create User] ➡ select [Bulk Import]
3️⃣ Bulk User Import ➡ select  [Download Template]
4️⃣ .csv file ➡ open .csv file created ➡ add users to template ➡ save .csv file
5️⃣ Bulk User Import ➡ type/select Country* Organization*
6️⃣ Bulk User Import ➡ select [Choose File]
7️⃣ Open window ➡ browse and select .csv file with users
8️⃣ Open window ➡ select [Open]
9️⃣ Bulk User Import ➡ select [Add New Users]

Supporting Knowledge  

When generating a .csv file for upload, remember to set the separating character to "," and use double quotes for strings.

All users from a single submission must be from the same country.

Notes:

• If the columns in step 4️⃣ are not filled out correctly or they are left blank, the users will not be imported.
• Newly added users will receive an activation email.
• If the number of imported users exceeds the number of available licenses, the bulk import will fail, and an error message will appear. The numbers of used and available licenses appear in the upper-right corner of the window.