How can I bulk upload users and specify custom roles?

Question

How can I bulk upload users and specify custom roles through a CSV file?

Answer

When creating a CSV (comma separated values) file to bulk-upload users into your account, you have the ability to specify custom roles in the CSV.

To specify custom roles in a CSV file

1. Create an Excel or Google Sheets document using UFT-8 character encoding, with the first row containing at least the following headers: Name, Email, Role, Restriction.
2. Fill out the document with all of the users you want to import/update.
3. Under the Restriction column, if there is a custom role you'd like to specify, identify the role. For example, to import light agents, import them as 'Agent' under Role and 'Light Agent' under Restrictions.
4. Once the file is complete, export your document in CSV format.

To import the file into your account, follow the steps outlined in the article: Bulk importing users.