How to Use Bulk User Import to Add Multiple Users to a Project

Use the Bulk User Import option to add multiple users to a project during project creation. Only Admin or Project Leaders can access this option. You can either manually enter multiple users in the grid, or use an Excel file to import multiple users.

To bulk import users into a project:

Select your project and navigate to the Project Team tab.
From the Manage Users drop-down button, select the Bulk User Import option. The Add User page is displayed. You can add multiple users from an Excel file or use the grid to add users.
To add multiple users using the grid:
1. Select Add User. A new row is added to the grid. For each user, enter the user email, company , role, title for that user.
2. Double click the row and enter an email address for the user.
3. Select the drop-down menu under Company to select the company the user belongs to. You can also select New Company to add a new company. If you select New Company, you can enter a name under the Company Name column.
4. From the Project Role drop-down, select a role.
5. Enter a title for the user.
6. Select Edit on the Logs, Phases, Sections, and Categories columns, to make your selection.
7. Click Next. The system validates your entries. Errors or missing information are displayed in red.
To add multiple users using the file option:
1. Select Upload File. The Upload Users via File page is displayed.
2. Select the Download Template link from Step 1 to download the Excel template that is specific to your project. Note, the template format is xlsm.
  Note: To avoid the security risk error while downloading the template, navigate to Windows > Internet Options. Select the Security Tab and choose Trusted Sites. Click on the Sites button and enter https://www.submittalexchange.com and click Add. Close the Trusted Sites dialog box and click OK to close the Internet Properties dialog box.
3. Follow the instruction on the template to set up your import file.
4. Click Browse and select the import file you updated in Step c.
5. Click Next. The system validates your entries. Errors or missing information are displayed in red.
Review and fix the errors displayed under the Errors/Warnings column.
Click Verify to confirm the errors have been fixed.
Click Next.
Confirm your additions and select Save.
Select the Email password to individual checkbox to have the system send default passwords to the users you just added to the system.

Tips:

To edit multiple rows using the grid, use the checkbox to select multiple rows and click Edit Selected.
To delete a user using the grid, select the gear icon next to each row and select Delete. To delete multiple users, use the checkbox to select multiple rows and click Delete.

Assign Multiple Phases

To assign multiple phases from a template:

Select your project and navigate to the Project Team tab.
From the Manage Users drop-down button, select the Bulk User Import option.
Select Upload File. The Upload Users via File page is displayed.
Select the Download Template link.
Open the xlsm template file and enter all the required information.
To select a phase, click on a cell from column G and then click on the drop-down menu and select a phase.
Repeat step 5 to select additional phases.

Tip:

For each additional user, copy and paste the required cell.

Assign Multiple Phases

See Also