How to import/update users

This guide is intended for administrators who want to import new users or update existing users in bulk in the Admin panel.

1. Log in to the Admin panel

   • Access the Admin panel at admin.cosafe.com.

2. Navigate to the users tab

   • Click "Users" in the left menu.

3. Access import functionality

   • Click on the three dots to the right of the yellow "Add User" button.
   • Select "Import/Update Users" from the dropdown menu.

4. Select target account

   • Choose the account or subaccount where the users will be imported.

5. Assign users to groups (optional)

   • If desired, select a group to which the new users will be added.

6. Download our template

   • Scroll down and click "Download template".
   warning

   Keep all columns in the template and make sure that there are no extra spaces or characters in any of the fields you fill in.

   Required fields

   Field	Required	Notes
   Id	✅	Keep this column — it must be the first column. If you've exported a list of existing users, this field will contain their unique ID. For new users, leave it blank.
   Full Name	✅
   Email	✅
   PhoneNumber1	❌
   PhoneNumber2	❌
   Title	❌

7. Choose import method

Option 1 — Upload file

1. Click Upload and select your file.
2. Click Next.
3. Preview — check that all rows look correct before importing. Hover over the icon to the left of a user's Id for status details:
   • 🟢 User with a new email — will be created.
   • 🟡 Existing user updated — will be updated.
   • 🔴 Error — shows the specific error message.
4. Click Import/Update, then confirm by following the on-screen instructions.

Option 2 — Copy and paste from file

1. Copy your data from the spreadsheet — always include the Id, Full Name, and Email columns. Also copy PhoneNumber1, PhoneNumber2, and Title if you have data in those fields. Maximum 100 rows at a time.
2. Paste your data into the text field on the import screen.
3. Click Next.
4. Preview — check that all rows look correct before importing. Hover over the icon to the left of a user's Id for status details:
   • 🟢 User with a new email — will be created.
   • 🟡 Existing user updated — will be updated.
   • 🔴 Error — shows the specific error message.
5. Click Import/Update, then confirm by following the on-screen instructions.

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