05. Adding Users in Bulk

To speed up and streamline your workflow within the VDR, a feature exists that enables the creation of numerous user accounts, each assigned to different groups.

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The process of adding multiple users to the system is composed of three stages, each encompassing various steps.

1. Navigate to the Users tab;
2. Click on the ADD USER button, and select the Add Many Users tab;
3. Download the Excel file named Sample.xlsx by clicking Download sample file. Save the file locally on your computer.

1. Open the Sample.xlsx Excel file on your computer.
2. Complete the mandatory fields, specifically the email addresses and group names. Other columns like first name, last name, company, phone number, are not required.
3. Save and close the file.

1. Navigate to the Users tab;
2. Click the ADD USER button, and select the Add Many Users tab;
3. Select Import file from computer and pick the prepared Sample.xlsx file.
4. The system will process the data, presenting a table with a list of users correctly added to the VDR groups, but in an inactive status;

• Decide whether to immediately send invitations by clicking the SEND button or do it later.
• The system will also display a table with errors, such as typos in emails or missing assigned groups.

- Make corrections and click SAVE to incorporate the corrected entries (user accounts).

Do you have additional questions?

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