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User

3 bytes removed, 17:21, 4 June 2019
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This example uses [[internal]] users, so they will need to be added to the internal hierarchy of the organization hierarchy. 
:: [[File:excelimportinfo.png|300px500px|border]] 
Before beginning this process, highlight rows A1 to D22 and select '''Ctrl + C '''to copy this information. 
:: {{Icon-Menu}} 
 
2. Under the heading '''Organizations, '''select '''Organization Hierarchy. '''
3. Click the '''New '''button, then select '''Import Staff. '''
:: [[File:Import Staff Button.png|200px130px|border]] 
* Note that the term '''Staff '''may be different depending on your instance, as [[Organization Terminology|organization terminology]] is configurable. 
5. Set the [[User Role|role]] to '''Employee, '''or another relevant role that is available.
*If a role you would like is unavailable, learn how to [[Creating User Roles|create user roles]]. 
6. Set the '''Column Delimiter '''to '''Tab.'''
:: [[File:Import Staff.png|650px|border]]
 
===Activating a User===
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