Bulk Adding New Users to Your Account

Need to add multiple team members to your account at once? Here are the steps to add a new user.

(Note: Only Admins can delete Users.) 

Click here for a training video for How to Add/Edit/Deactivate User.

  1. In the Walsh Dashboard Menu, under setup, Select Users.
  2. Click the Download Template button to download the User Import Template.
  3. Once downloaded, open up the import template file.
  4. Fill out all of the fields with the proper users' information. (Note: when selecting the dropdown columns Department & Job Title, they will automatically fill out the other fields related to what is chosen. *Please DO NOT edit the preselected fields*)
  5. Assign the user with the appropriate Walsh Roles.
  6. Once the file is complete, save the file.
  7. In the users portal, click the Import button.
  8. Drag and drop the updated user file into the import window.
  9. Once the file has been imported, review the user count to ensure the amount is correct
  10. Once approved, click on Publish to import all users on the list.
  11. After creating new users, you will need to add the users to an assignment. You have the option to Add Now or Later. (Note: you will need to add the User to an assignment for each applicable role. Click here for instructions and see under the People section.)

Summary

To add multiple new users, access the Users Portal under Setup in your Walsh Dashboard Menu.

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