Uploading people via a .CSV
This action can only be performed by system admins in Config.
Example CSV
You'll need to download the example .csv template file to be used to list all the members you want to upload:
You should remove all rows of example data.
Add all the members in the CSV template file filling rows and column cells. Filling all the compulsory columns below will prevent you from getting an alert message when loading the file:
First Name
Last Name
Email
Role
Uploading the CSV
Save the changes in the file and drag it into the Member Upload window in Cognise. Optionally, you can click Upload .CSV File and search the file in your local folders.
When the upload is completed you'll see a success message on the screen, otherwise you will need to update the data in the file to meet the upload rules.
Important: Please be mindful that if the Send Welcome Email check box is ticked, this will trigger an email to everyone in the list you're uploading.