Mass Onboarding

Setting up a new office? You don't need to add users one by one.

Step 1: Download Template

Go to Employees > Actions > Bulk Import. Download the provided .csv template file.

Step 2: Prepare Your Data

Open the template in Excel or Google Sheets. Copy-paste your employee list. Ensure:

• Email addresses are unique.
• No special characters in the phone number fields.
• Roles are typed exactly as "Admin", "Receptionist", or "Employee".

Step 3: Upload and Validate

Upload the saved CSV file. The system will pre-validate the data. Rows with errors (e.g., invalid email format) will be highlighted in red. You can correct them directly in the browser preview.

Step 4: Commit

Click "Import Users". The system will create the accounts in the background and optionally send Welcome Emails to all new users with a link to set their passwords.