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Ideas Portal
Status New
Categories Users
Created by Liam Ridgill
Created on Jan 16, 2023

Importing User Accounts

Currently, invitations must be sent to new users individually. For clients with multiple users, or bureaus with many processors who need access to a company, this process is extremely time consuming.


Having the abolity to import users by CSV would be hugely beneficial. This could be a simple import file with column headers for EMAIL and ROLE.

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    Izzy Hayhurst
    Jan 23, 2023

    Hey Liam - Thank you for your suggestion. I will raise it with the team.