Under the User Management Section, Admins have the option to either add one user at a time or do a bulk import using a CSV file. Use the sidebar and browse to People > User Management.
Add a Single User
Adding a single user is simple. Complete the form and click Create. Note that if you're on a Paid plan it will automatically increase your subscription count by one if required.
Bulk User Import using a CSV file
For your initial setup, we highly recommend that you import your users using a CSV file. This is normally easily exported from any other HR system that you are currently using to save time. You can also use our template and simply complete it.
It's important that you use our template by clicking download template at the top left of the screen.
The above is an example of our CSV template. DO NOT delete the header row. Simply complete the document with as much data as you would like to import.
Firstname, Lastname and Email are required. The rest are optional but recommended. You can leave the other fields blank.
Now click the Upload button at the bottom right of the Import Users screen and browse to your updated CSV template file.
Roslin will now read your CSV and present the information to you for a final review. If there are any errors they will be displayed in red for you to correct. Once you are satisfied with your import, click the Finish Import button at the bottom right as shown below.
Users will be sent a welcome email asking them to log in and create their passwords as shown below.
Roslin will automatically update existing users with import data if they are already on the system based on their email address.