How to import users from a CSV file

This guide is for Client Admins. It shows you how to add up to 200 users at once by uploading a CSV file.

Who can use this?

Client Admins.

Before you start

Prepare a CSV file with the columns email, first_name, last_name and, optionally, role (Approver, Author or Project Admin).
The file must be CSV, up to 512 KB and up to 200 users.

How do I import users?

Select the Create button, then Import users from CSV.
On Upload, select Download CSV template if you need one, then upload your file.
On Assign Roles, for anyone without a role choose Apply one role to all without a role or Assign individually.
On Preview & Import, review the list, then select Import. The button shows how many users will be imported and how many skipped, for example Import 12 users (skip 1).

What happens next?

Each new user receives an email with a link to activate their account. Rows that could not be imported can be downloaded with Download skipped rows as CSV.

Common questions

Why were rows skipped? A row is skipped if the email address is not valid or the role is not Approver, Author or Project Admin. Intuety may also skip other rows; the reason is shown next to each skipped row on the results step.
Can I import Client Admins? No, only Approver, Author or Project Admin.

Adding, editing, and managing users (Link)
Activating and setting up your Intuety account (Link)

Still need help?

Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.