SafeTripBuilder Bulk User Import

Administrators have the ability to bulk upload users into their SafeTripBuilder site, instead of adding new users one by one. A template CSV file is used to upload new users with their appropriate permissions.

Clicking the 'Client Users' tab followed by the 'Import Users' button will reveal the 'Client User Import Modal'.



From here, select the 'Download User List CSV Template' which will download the CSV template onto your computer, ready to be populated for import. The spreadsheet should be populated, like so:

1. Input the Given Name, Surname and Email Address of all users.
2. Add a Y next to the roles required for each user. More than one role can be granted per user.

Note: The cell can be left blank if not required. There are some notes with instructions in the spreadsheet. They do not have to be deleted before import. Please do overwrite the example users Jane Smith and John Citizen with real users for your school, to avoid these examples being added to your site.

3. Save your spreadsheet onto your computer.

4. Go back to the 'Client Users' then 'Import Users' section and this time select the 'Upload User List CSV'.
5. Find and select your saved spreadsheet, which will then appear under 'File Name' (as below).

6. Select 'Save'

See the following link for a break-down of the common errors that can occur from the import and how to fix them. 
Click here for a 'How To' guide on adding users to SafeTripBuilder one by one.