Bulk import users

To add a whole team in one go, import an Excel file. Reserved for full access.

Step by step

1
Open the menu and select "Users".
2
Click "Import".
3
Click "Download Example" to get the Excel template.
4
Fill in the template without changing it.
Keep the exact format, without adding, deleting or renaming any column. Leave no extra spaces. Each column is detailed on the next page.
5
Click "Upload File", select your file, then click "Import".
Accounts are created automatically and a confirmation appears. If a line causes a problem, the platform shows the accounts concerned: correct them in the file, then import it again.

Column	What to enter
Role Name	The role: Learner, Trainer or Manager.
Position Name	The position, written exactly as on the platform. It must already exist.
First Name / Last Name	The first name, then the last name.
Phone Number	The phone number, in the same format as the template example (11 1 11 11 11 11).
Email Address	The e-mail address where the user will receive their welcome e-mail.
Full Reporting Access	TRUE to grant full access, FALSE otherwise. Keep it for a few people, never a learner.
Start Date	The start date, in dd/mm/yyyy format. It is the starting point for calculating deadlines.

Good to know

If an account cannot be created, a notification tells you. Correct the file, then import it again.

Your Tutoreca contact is always here to help.