Here's a guide to help you create your CSV file to invite multiple users to your dashboard. We recommend working with the provided templated that can be downloaded from your dashboard.
The CSV file template contains all supported data attributes arranged in a row at the top. Fill your User information into the relevant fields in the spreadsheet.
You can use the provided template and fill your location information into the relevant fields in the spreadsheet.
Types of fields:
- Required Fields
All Required Fields are mandatory. Missing out any of these fields will result in upload errors.
- Optional Fields
All Required Fields are discretionary. Your CSV upload will still be processed without these fields.
Format Reference For Data Fields
The following table describes each data field with an example and specifies the type as required or optional.
|
Data Field |
Description |
Type |
|
First_name |
The Name of the User. |
Required |
|
Last_name |
The last Name of the User. |
Optional |
|
|
A valid email of the User to be invited which should contain an '@' and '.' . |
Required |
|
Is admin |
Specify if the user invited is an admin within the account. Valid inputs: yes/no. |
Required |
|
Is manager |
Specify if the user invited is a manager within the account. Valid inputs: yes/no. |
Required |
|
Is client |
Specify if the user invited is a client of your business. Valid inputs: yes/no. |
Required |
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