Help CenterGo back to application
Help CenterGo back to application
Getting Started
Account Tools
School Management
Using ‘Tools’ PagesHow To Add A Single UserHow To Bulk Upload UsersHow To Create User GroupsHow To Create WatchlistsHow To View & Edit Your UsersHow To Add Internal CPDHow To Create & Manage PoliciesHow To Use The CPD DashboardHow To View The User ReportHow To View The CPD ReportHow To Bulk Upload External CPDHow To Send Reminders To Staff To Complete WatchlistsHow To Remove UsersUsing ‘Manager Requests’Using ‘Account Tools’
Certifications & Awards
Technical Issues
CPD FAQ's
Finance
Data Protection

How To Bulk Upload Users

How To Bulk Upload Users

  • Log into your school manager account
  • Hover over your profile in the top right corner of the website
  • Click on ‘Admin’ from the drop down menu
  • Click on ‘Manage Users’ from the left hand menu
  • Click on ‘Add/Edit Users’ 
  • Click on ‘Bulk Upload Users’
  • Download the template file, and fill in the details required. Please do not change the format or file type, or the upload will not work.
  • Once completed, click ‘Upload CSV File’ and select your completed file.
  • Once the file has been processed, you’ll receive an email letting you know your users have been uploaded. Your users will automatically be sent an email prompting them to sign up and set a password. You do not need to do anything further. 
  • Please do not use bulk upload to add parents accounts. Parents must sign up via the self-sign up link which is available on your Add/Edit Users page.
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