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

 

Adding Multiple Users to ZenQMS 

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

settings icon.png

Under Account, click on the Users tab:

mceclip3.png

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: 

add multiple users.png

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. All users emails must be unique.

 

Downloaded, original template:

mceclip2.png

Example template, filled out for importing:

mceclip4.png

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

add multiple users.png

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

add multiple users.png

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:

add multiple users.png

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:

add multiple users.png

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

 

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. 

 

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):

add users.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.