Import Users

To add multiple new users at one time:

1. From the Admin tab, select Users.
   
2. Click on Import Users.
   
3. Click Select File.
   
4. Upload a CSV file matching the format specified in  the Table below.
   
5. A message appears indicating the number of users imported, and if any users were skipped.
   
1. If users were skipped, this means they already had an account set up in Carve.

Header	Required	Format	Default Value	Example
Email	Yes	Any valid email address, must be unique in the list	-	john.smith@gmail.com
First Name	Yes	-	-	John
Last Name	Yes	-	-	Smith
Role	No	Blank Or one of: Stakeholder, Facilitator, Company Admin, Business Admin	Stakeholder	Facilitator
Portfolios	No	Blank Or: List of valid Portfolio names, separated by | (pipe) character	All portfolios	NW Region - Industrial | SW Region - Industrial | SW Region - Infrastructure

The import file must contain the following headers, this this order:

1. Email
   
2. First Name
   
3. Last Name
   
4. Role
   
5. Portfolios

Only CSV files are accepted. All email addresses in the email fields must be unique in the file. If there is a user email in the import file that already exists in Carve, they will be skipped during the import. 

Example:

Sample import file for importing users

When this file is imported, three new users are created. User1 has the Stakeholder role and is added to Portfolio 1 and Portfolio 2. User2 has the Business Admin role and has access to all portfolios because of their Admin role. User3 has the Facilitator role and is added to all portfolios because the Portfolios field was left blank.

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