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:


Warning: In the beta of new iOn, you cannot add new users who can use the preview version. We are still tightly controlling who has access; if you need to grant new iOn privileges to new users, contact your customer success manager. The steps below will be how you can import users yourself after the feature is enabled.



Note: For details on how to add a single user, see Adding a User.


  1. In the sidebar menu on the left, click .
     
  2. Click Users on the flyout menu that appears.
     
    The Admin - Users screen will appear.
       
  3. Click Import at the top right of the screen.
     
    The Import Users dialog box will appear.
       
  4. Under the Drag or Click to Upload Your File box, click Download Blank Template or Download Template with Users.
    Note: Use the Blank Template option if you are importing new users entirely (and not updating any existing users). Use Template with Users if you are editing properties of current user profiles; you can also add new users with the same file.
     
    The Template with Users option will include the users you are viewing in the grid, so if you have View Subgroups selected, this will mean all the users in the group you have chosen in the Group Chooser, plus those in all its subgroups.
    The file users.xlsx will be downloaded.
     
  5. 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.)
  6. 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).
     
    If you chose the Template with Users option, you can update the data in the rows of existing users. 
    Note: You may need to enable editing first, depending on your settings.
     
    If you downloaded a template with your current users, place new users in a new row.
  7. After saving the file, return to iOn and click  in the Import Users dialog box.
     
  8. Navigate to your updated users.xlsx file and open it.
     
    The dialog box will report the status of your upload (such as "100% Completed" below).
      
  9. Click Import.
     
    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 it). 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.
       
  10. If you are finished importing users, click Done.
     
    Your new users will appear in the Admin - Users list, and each will be emailed instructions on how to log in to iOn.