How to Add Multiple Users

NOTE: Users will need the permission "Account Users" to navigate to the Users Table.

Please follow the steps below to add multiple users in ZenQMS.

1. Navigate to ZenQMS Main Dashboard and click on the "Settings" icon:

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2. Under Account, click on the "Users" tab:

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3. Click on the blue button labeled "Add New Users". Once clicked, a slider box will appear on the right hand side of the screen. Select "Add Multiple Users". Click the "Download Template" button: 

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4. Once the template is downloaded, you will see six columns that are already filled out with headers (Email, First Name, Last Name, Title, Supervisor Email ID, & Site Q-ID). Fill out the appropriate information in columns A-E only:

Note: all user emails must be unique.

Downloaded, original template:

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Example template, filled out for importing:

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5. Once the template is complete, navigate back to the Users Table and select "Add Multiple Users":

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6. A slider box will open. This is where you will upload the completed template:

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7. Check this box if you would like to send out invitations to the users immediately after importing the file. Keep this box unchecked if you would not like to send out invitations to the added users immediately. These users will stay in the "uninvited" status:

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8. The personal message section allows you to customize a personal message that will appear in the welcome invite email that is sent to the users:

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9. Click on the "Upload File" button to import the file. 

10. Once the users have been successfully added to ZenQMS, you can see all users by navigating viewing the Users Table which lists all users in the system. 

11. When you are ready to send "uninvited" users an invite, click the boxes next to their name(s) and select send invite from the group actions dropdown box. These users will get a welcome email once you send the invite. The personal message that you created will show in this welcome email if you created one):

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