Changes

Next you will use the same data but this time use the data to create the [[User|users]]. The system will use the department name in this data to determine the correct department to associate with each user. Since these are [[Internal|internal]] people you need to use the internal menu of the '''Organisation InternalOrganization Hierarchy''' [[Menu|menu]].

1. If you are not in the [[Organisation Hierarchy]] view – click select the 9-square menu icon on the top right of your screen. Under '''Organizations,''' select '''OrganisationOrganization Hierarchy.''', [[Internal]] People [[Menu|menu]]The internal records are listed on the first tab.

2. Click the '''root organisationorganization''' name.

The [[The Root Company|root organisation organization]] details are displayed.

3. Choose Click the '"New'" button, then select '''ImportStaff.''',  [[User|Users]] [[Menu|menuFile:Import Staff Button.png]].

5. Set the [[Role]] to '''Employee''', or any relevant role that is available. * Learn how to [[ImageCreating User Roles|create user roles]].  6. Set the '''Column Delimiter''' to '''Tab'''. [[File:User25Import Staff.png]] 7. Click the '''Analyze''' button.

58. Set A pop-up will appear to confirm your action. Select the [[Role]] to '''EmployeeYES'''button.

6[[File:Screenshot 14. Set png]] 9. The analyzed data of your imported records will appear.  [[File:SuccessfulImportStaff.png]] 10. To ensure that your internal contact records have been added, return to the '''Column DelimiterOrganization Hierarchy''' to menu. By clicking the '''Tab+'''button next to an internal organization, the associated contacts will appear.

[[ImageFile:User26Org Hierarchy People Added.png]]