Question

How do I import data into the Managed User page?

Answer

If you have a large amount of users to add to the Manage Users page you can import them using the Import tab in the top right of the Manage Users page. It is advised that you first add some restricted users manually, then export the document. This will give you a template to work off.

Add your users to the excel sheet and the access they should have in each column.
Once imported, the users will appear on the Manage Users list showing their access. They will receive an email in the same way as if they had been manually entered, informing them they now have access.

Importing your data

Log into your payroll platform.
Click the Business menu.
Click the Payroll Settings submenu.
Under Business Management, click the Manage Users button.
Click the Manage users tab.

Helpful Hint

It is advised that you first add some users manually before the next step.
Click the Import button.
Select to download a users template from the Data Extracts page.
Select the format you prefer and click the Download button.
On the template, add your users and the access they should have in each column.
Save the changes to your drive.
Return to the Manage Users page.
Click the Import button.
Click the Select File button to upload this file to your payroll platform and navigate to the template you just adjusted.
Click the Upload button.

Helpful Hint

Once imported, the users will appear on the 'Manage users' list showing their access. They will receive an email in the same way as if they had been manually entered, informing them they now have access. For more information on managing users, see this article.

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