Users are the people in your organisation who will be using Tidy. In this module, learn how to quickly add multiple users at once.
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Download PDFStep 1.
Head to Import/ export under Global settings. Click on the Users tab.
Step 2.
Click on the Template CSV file with column headers here.
Add or copy your data into the spreadsheet. Only mandatory fields identified need to include data.
Step 3.
The User Import/Export template provides the following columns in the CSV file:
Step 4.
After the spreadsheet has been completed and saved, click Choose File, browse to the template file you have created. Click Import Users to import the file.
Step 5.
If there are any file format or data errors, a list of errors will be shown, identifying each error row by the spreadsheets row number. Correct errors as necessary and repeat the import step. When the import finishes, you will be notified that the import was a success.
To export users, click Export all user records.
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