How do I bulk upload a users list on Form Workflow Plus?

You can easily add users by uploading a CSV list on the Form Workflow Plus web app. This feature allows admins and owners to:

• quickly and easily add users in bulk
• define user roles for each added user
• designate line managers for each added user

The quick steps to upload a users list are as follows:

1. Go to the Manage Users page: https://app.formworkflowplus.com/configurations/users
2. Click on Upload File
3. Download the CSV template
4. Edit the CSV template using a text editor or a spreadsheet app (e.g., Excel, Google Sheets, Numbers)
5. Save as CSV
6. On the Manage Users page, click on Upload Files
7. Navigate to your CSV list and click Import
8. Confirm the import process and click Close once the users are successfully imported
9. Refresh the user list

Here are the detailed steps for bulk uploading users:

1. Go to the Manage Users page: https://app.formworkflowplus.com/configurations/users
2. Click on Upload File
   
3. Download the CSV template
   
4. Edit the CSV template using a text editor or a spreadsheet app (e.g., Excel, Google Sheets, Numbers). The details you can define include:
   
   firstName - user's first name
   lastName - user's last name
   email - user's email address
   lineManager - email address of user's Line Manager/Direct Supervisor
   roles - options for roles include USER, OWNER, ADMIN, VIEWER, CREATOR (depending on the subscription, there's a maximum allowable number of workflow creators)
   
   
   
   
5. Save as CSV
6. On the Manage Users page, click on Upload Files
   
7. Navigate to your CSV list and click Import
   
8. Confirm the import process and click Close once the process is complete
   
   
   
9. Refresh the user list