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Organization Users

Creating & Importing Users

Published 2026/07/09

Users can be added to your organization individually or in bulk. Both methods create entries in the user repository with a username, password, and role assignment.

Creating a Single User

Click Create in the user repository to open the user creation form. Fill in the username, email, display name, role, and optionally a folder or group. The user is added immediately and can sign in to the portal right away.

Importing Users in Bulk

Click Import to open the bulk import dialog. Provide a CSV or JSON file with user data. You can map columns to fields and preview the import before confirming.

Organizing Users

Folders — group users into named folders for easier navigation.
Groups — assign users to a group for filtering and reporting.
Labels — add one or more labels to users for flexible tagging.
Favorites — mark frequently accessed users as favorites.