Import New Users to a Project using Excel

The purpose of this article is to explain how to import new users to a project using excel. 

The Kairnial solution allows you to quickly add new users, providing that you have the correct permissions.

To verify and/or grant the relevant permission to add new users:

1. Click Setup
   
   
   
   
2. Click ACL to view all the available project permissions. The latter are assigned against Roles/Teams.
3. In the Search field, type the keyword 'user' to display the items containing that keyword. Verify that the option admin:add_user is enabled for a Role/Team you belong to so you can add new users
4. If required, click the or  against one or more specific groups to (de)activate the admin:add_user permission for the selected group(s)
5. Once you verified and/or granted the permission, click the Invite Users icon
   
   
   
   
6. Click Import
   
   
   
   
7. Click on Template to generate an xls file
8. Please complete the required columns by providing the users email, first and last name and marking Y against the Group/Role(s) you would like to them to be assigned to. 
   
   
9. Once finished, select, and copy all the cells (including column headers).
10. Paste the values in to the 'Use paste from keyboard' box.
11. Click Save
    
    
    
    
12. The users are then displayed in the window. You can edit/complete the required fields if needed.
13. Once finished, click Add
    
    

Confirmation is shown on screen and all users will be sent an email invitation to log in and join the project.

Next Step

• Creating Custom Fields