If you would like to add several users to your iOn account at once, you can import all their data in bulk. To do so, follow these steps:


Note: For details on how to add a single user, see Adding an User. For an explanation of the features of the Admin - Users screen, go to Navigating the Admin - Users Screen.


  1. Click  >> Admin >> Users.
     
    The Admin - Users screen will appear and display the Manage Users list.
       
  2. Click Import Users at the bottom of the screen.
     
    The Import Users dialog box will appear.
       
  3. Click Download Template.
     
    The file users.xlsx will be downloaded.
     
  4. Open the file.
      
    The fields that are required have a red background (Group Name, Username, First Name, Last Name, Email, Role Name, and UOM).
    Note: UOM is an abbreviation for Units of Measure. You supply the preferred method of measurement for the user in this field — US, Metric, or Use Group Default. (The latter will use the group's assigned unit of measurement.)
  5. Fill in the required fields, plus any of the other data you'd like to include, placing each user's properties horizontally across (in a row).
     
  6. After saving the file, return to iOn and click Browse in the Import Users dialog box.
     
  7. Navigate to your updated users.xlsx file and open it.
     
    The dialog box will state at the bottom how many users you will be importing.
      
  8. Click Save.
     
    A message will appear, saying that your users are being imported. When the import is finished, you'll receive the Users Imported success message.
      
    You'll have these options:
     
    • Download Results: Downloads an Excel file that lists the users that were successfully imported, plus all the settings that were applied for them.
       
    • Download Errors: This will appear only if there were problems with adding any user (such as if a required field wasn't filled in for them). This downloads an Excel file that lists the errors that caused any user imports to fail. If this occurs, you can correct the errors in your users.xlsx file and reupload it.
       
    • New Import: Begins the process of importing additional users.
       
  9. If you are finished importing users, click Done.
     
    Your new users will appear in the Manage Users list, and each will be emailed instructions on how to log in to iOn.