Import Users

The Import User feature allows you to import a large quantity of users and send invitations. In order to do this you must have a CSV (Comma Separated Value) text file which can be created from most contact management software or email programs.

The sample file that we have exported looks like this when viewed in a spreadsheet.

When selecting Import Users you will first see this screen:

After you import the file you will see the fields from your imported file on the left and the fields that RoundhousePM needs on the right. As you can see in the image below there were additional fields for the address of the person in the exported file.

First click on the “X” on the extra fields to remove them.

Next, move the fields boxes on the left side up and down so they line up with the field boxes on the right side. Then click Next.

The following screen opens and you will see all of the imported records placed into editable fields. There’s also a field for selecting the User Group and a checkbox for RoundhousePM to send an invitation when the import is completed.

After cleaning up the records and assigning User Groups you should have something like this:

Click the Import Users to complete the process and send the invitations.

!User Groups are not assigned – Please note that these users are automatically active and added to your pyramid. However they do not have access to any workspaces. If one were to log in, they would see the Level1 workspace but could not select it. The first thing you need to do, and do quickly, is to assign these users to workspaces. You can do this in two ways: 1) Open each workspace and select all of the users who should participate, or 2) Open each user and select which workspaces that this person should participate. Which method you use depends on how many users you import and how many workspaces you have. Select the method that has the least number (i.e. workspaces vs users).