Import Users

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
First Name
Yes
-
-
John
Last Name
Yes
-
-
Smith
 Email
 Yes
 Any valid email address, must be unique in the list
-

Job Title 
No 
-
-
Engineering Lead
Contact Number 
No 
-
-
(226)-555-666
Role
No
Blank

Or one of:
Stakeholder, Project Manager, 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, in this order:
  1. First Name
  2. Last Name
  3. Email
  4. Job Title 
  5. Contact Number
  6. Role
  7. 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:


When this file is imported, three new users are created. User1 has the Facilitator 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 Company Admin role and is added to all portfolios because the Portfolios field was left blank and their Admin role. 

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