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Users : How to import them on your platform??

Discover the options available to you and our tips for boosting your usage!

Claire avatar
Escrito por Claire
Actualizado hace más de una semana

From the “Users” tab on the Team page, click the green “Add User” button to import other users (or administrators) to your team.

There are three different ways to add users:

1 - By Directory Synchronization

After being redirected to the connector page, you must Authorize user synchronization directly from your Office 365/Gsuite or OnPremise directory:

Once you have done this, you will find all your employees listed in the Team tab:

Please find here the articles related to user synchronization:

2 - By CSV Import

Select Import your users from a CSV file and click Next.

Option 1: I already have a CSV file:

Select: Yes, I already have a template and click on Import your CSV

Select the file you want to import.

An import modal will appear.

You can track the progress of your user import, or you can close the modal and continue working on the platform while your users are being imported.

A confirmation will inform you when the import is complete.

Option 2: I don't have a CSV template:

Select: No, I will download our preformatted sample file and click on Download CSV.

Download a sample template provided and fill it in, then resume importing your users by repeating the procedure with “Yes, I already have a CSV template.”

From the administration of a subsidiary:

From the global administration, it is now possible to authorize the addition or removal of users by the branch administrator.

How to grant rights:

When editing or creating a subsidiary, go to the “Permissions for branch administrators” section and enable the “Allow adding/removing users” toggle.

Thanks to this action, the branch administrator will be able to import a CSV file from the user listing and add the users of their choice to their branch.

They will also be able to delete users imported via CSV or added manually via email.

3 - By adding manually

Select Add your users by entering their email address and click Next.

Manually fill in the information for each new user:

Click Save to add users

Our team is available to answer any questions via our chat service or at customercare@letsignit.com.


#add #newusers #user #team

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