Administrators are responsible for allocating the licenses available within their software subscription. The administrator has the ability to remove groups, edit group details and add or remove users from the group. All administrative tasks are completed on the web client using a certified browser on a computer.
There are two ways to batch-upload groups:
Download either a user-based, or group based .csv file depending on what you need:
|Group batch samples|
Both formats will create groups and add existing users to them.
Prepare the file
Also, be careful not to delete any existing columns. Instead, if you're not using them, leave them blank.
email – Type-in the user's email address (mandatory). The email address must already be linked to an existing subscription.
FirstName – Type-in the user's first name (optional)
LastName – Enter the last name of the user (optional)
Groupname – Type-in the names of the groups to add the users to (mandatory). Add additional Groupname columns to add more groups to the user.
Be careful not to repeat users in the email column. Instead, if the user belongs to more than one group, add to the Groupname columns in the same row.
Groupname – Type-in the group name to add users to (mandatory).
Email – Type-in the user's email address (mandatory). The email address must already be linked to an existing subscription. Add additional email columns to add more users to the batch groups.
See Creating and managing user groups to learn how to add users to the groups.
Last updated: November 15, 2017