Create a User Group Using Import

Admins can create a user group by importing multiple users from an Excel file. This is useful when you need to add a large number of users to a group at once.

Create a User Group Using Import

1. From the Admin Dashboard, select the Groups icon in the left panel.
   The User Groups page opens.
2. Select + Create Group and then select Import.
   The Create Group panel opens.
3. Enter a Name for the user group.
4. Select a Manager from the dropdown list.

Download and Prepare the Excel Template

5. Select Download Sample Format to download the Excel template.
   KREDO supports the following Excel formats:
   • .XLS
   • .XLSM
   • .XLSX
6. Open the downloaded Excel file and enter the required user details.
   The downloaded template does not contain any user data.
7. Save the completed Excel file.
   You can move the file to another location on your local system if required.

Upload the Excel File

8. In the Create Group panel, select Choose File.
9. Select the completed Excel file and select Open.
   The selected file is attached to the Create Group panel.
10. Select Create.
    A success message confirms that the user group has been created.

The imported users are added to the user group and appear in the Users List.

Note: Newly added users receive an email notification at their registered email addresses.

Related Topics

• Create a User Group Manually →
• Edit a User Group →
• Delete a User Group →
• Customize a User Group →

← Back to User Group Management