Add Users and Bulk Import User Lists

Table of Contents

Navigate to the Users section from the left navigation.

At the top right, you will find a button to Add User – to add users individually – or Import Users for bulk importing of user lists.

Add User

When you click the Add User button you will be presented with a pop-up.

Please fill in all the user fields on the pop-up screen and then click the Submit button when finished.

Based on the recognition method you intend to use for the user type which this user will belong to (set in the Journey Builder), you will need to have the necessary requirements filled in here. For example, if you will use facial recognition, please make sure you add a picture to each user by clicking on the plus sign and add a picture matching the requirements. If you will use RFID cards/fobs, please make sure you fill in RFID number section with the correct card number so your kiosks can read the card and match it to the user profile.

The ID is what identifies each user in your database so please make sure you either add a user ID or click on generate and this will automatically generate a user ID number.

Import Users

Once you click on the Import User button, the system will take you to the user import page with import instructions and steps.

The first thing you will need to do is to download the template, which will include the excel sheet specifications needed. Then you can follow the written instructions.

You can do the bulk upload without pictures but that will mean that the facial recognition must be deactivated from all flows.

If you are updating your existing user list, please make sure you choose the Updated option on point 4 so that you do not end up with duplicate users. However, if you are adding new users without any changes to the pre-existing users in the excel sheet please choose the Ignored option.

Once you are ready, please click the upload button.

To view import status, please click on the Import Queue button at the top right of the screen.

Previous View and Edit Your User Lists
Next Create a Questionnaire or Agreement in the Online Compliance Creator