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.
When you click the Add User button you will be presented with a pop-up.
Please fill in all the user fields and then click the Submit button when finished.
Based on the entry method you use for the user type you assign this user to (e.g. staff or visitor), you will need to have the necessary requirements filled in here.
For example, if you use facial recognition for staff members to sign at your kiosks, please make sure you add a picture to each user by clicking on the plus sign and adding a picture. If you use RFID cards/fobs, please make sure you fill in the RFID number section with the correct card number so your kiosks can read the card and match it to the user profile.
The entry/input method for your user types is set in your journey builder.
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.
If you wish to make this user a system admin, you can then invite the user to your dashboard. Learn more in this article.
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. 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 the import status, please click on the Import Queue button at the top right of the screen.