Add Amplify Users in Bulk

Learn how to mass-add and invite users to Amplify using the Add Multiple Users tool. 

 

How to Add Multiple Amplify Users

  1. On the Amplify Home screen, click on Manage
  2. Under the Manage Organization sidebar menu, click on Users

    Amplify Manage Tile Add Users Flow.png
     
  3. At the top right, click the blue "+ Add Users" button
  4. Click on the Add Multiple tab (below).
  5. Click the Download Template button. This will download an Excel file as a CSV titled "user-upload-template."

    Amplify Add Multiple Users Screen.png
     
  6. Open the user-upload-template and input the users you'd like to add in bulk. Note the instructions provided on the Add Multiple Users screen (above). 

    Include their First Name, Last Name, Email, and Phone (optional) in the columns as marked (example below)

    Amplify User Upload Template CSV Example.png
     
  7. Once complete, upload your file (below).
  8. After the green "File uploaded successfully" message appears, click the Next button.

    Amplify Upload Multiple User CSV Template.png
     
  9. The Review & Repair screen will appear. Any formatting issues will be highlighted in red, such as a mistyped email address or an invalid area code (example below). 

    Make corrections to every field that displays an error. Simply click and type within any field to make changes. If needed, use the trash can icon to delete a row.

    Amplify Add Multile Users Review and Repair Screen.png
     
  10. Note: To show just records with errors, toggle on Only show rows with errors (outlined above).
  11. Once all errors have been corrected, click the Add Users button. A User Creation Progress screen will appear.
     
  12. Important: Please do not refresh or close this screen until progress shows as complete and the success message appears (below).

    Amplify Add Multiple Users Progress Screen.png
     
  13. Once the success message appears, click Close. You'll return to the Manage Users Screen.
  14. Note: Each successfully added user will receive an email invitation from no_reply@account.myamplify.io to log in to your Amplify Account and create a password. Learn More...

 

Assign Permissions to Users Added In Bulk

Once users have been added, you'll need to assign them permissions. Currently, permissions can only be assigned to one user at a time. (In a future update, we plan to add the ability to apply permissions to multiple users at once).

  1. On the Manage Users Screen, click the Added On heading to sort users by the date added. Doing so groups your recently added users at the top of the list.

    Amplify Manage Users Filter By Added On.png
     
  2. Click on each user's name to assign them permissions to the modules they should have access to. 
     
  3. Note: Permissions to access each module are assigned here. You may also need to assign specific permissions within each module to limit what a user can or cannot access. Learn more about permissions.

 

 

 

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