Create a new user (Admin only)

The ability to create new users is reserved for Admins and users with Manage User permissions only. The "Add Users" tab will appear on the homepage of these users.

1. Click "Add User" from the left-hand sidebar.

2. From this page, you will have the option to a)  create a single user or b) create many users at once by importing a .csv file. Decide which option is best for you, and click either the red "Create User" or "Upload CSV" button to proceed. 

3.a.  Create Single User: Click the "Create User" button to reach the screen below. Enter the user's first name, last name, email address, and permission level. The Reports to field is optional. Click the "Save" button in the top right corner.

3.b. Create Many Users at Once: Click the "Upload CSV" button and select the .csv file that you would like to import. Note: All .csv files must follow this format (see image below):  

Column A contains First Name 

Column B contains Last Name 

Column C contains Email Address

(Make sure that your file does not contain a top row with column headers.)

Once the .csv file is uploaded, you will have the option to add the new users to an existing User List or create a brand new one. Click "Do It!" to proceed.

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