How to Bulk Add/Edit Users for Your Account

Learn how you can can bulk add/edit Users for your account using the Consensus Bulk User feature

Consensus allows you to easily manage a large amount of User at once using the Bulk User feature. You can add multiple Users and/or Edit multiple Users all at once with a simple CSV upload.


Some things you'll want to make sure you do before you upload your users:

  1. Build your team hierarchy (see our How to create your Group hierarchy in Consensus article for help here)
  2. Make sure you have demos/content in the system and they're properly assigned to the team hierarchy you've built

 

To get started go to the Cog icon () in the upper right-hand corner and click on "Manage Users & Access".

Next, you'll go to the Users tab and click "Add User" then select the Bulk Upload option:

Within the Bulk Users page you can upload a CSV to add/edit Users as needed:

  • NOTE* We recommend downloading the template found within the Bulk Upload page. This will help ensure Column Headers align properly for the uploaded CSV

Here's an example of what the list should look like before saving it as a CSV file:

Things to Keep in Mind:

  1. First Name, Last Name, Email and Role are required to Add/Edit a User with Bulk Upload
    1. If User email exists, we will use the other data points to update the Users
      1. If the field is blank for an existing User we will leave the field as it currently is
  2. The first row needs to be outlined as you see in the example above 
  3. Do not add any additional fields to this list
  4. In the Groups section, you'll add the final Department/Team/Group that the user is going to end up in - you will not need to add the full team hierarchy to make this work
  5. Make sure to double-check the spelling of your groups and roles - if they are misspelled then it will send you an error message

Once you've created the list you'll save it as a CSV file. Now all you need to do is click "Choose File" > select the CSV file > then click "Upload":


  • New users on the list will automatically receive an email from Consensus asking them to verify their account.
    • They will have 30 hours to complete the verification process. If they go longer than 30 hours their 'token' will be expired at which time they'll need to manually reset their password using the "Forgot Password" option on the Login page.
  • Existing Users will be updated based on the data included within the CSV Upload.
  • If there are errors found within the CSV, the system will list them out to help you fix any errors and then re-upload the fixed CSV.