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User Bulk Upload - Guidelines

These are the guidelines to be followed while bulk upload of employee and customer details.

Deepa avatar
Written by Deepa
Updated over 3 years ago
  • Abbreviations used

SF: System Field - These are system-defined default fields  
CF: Custom Field - These are additional fields used for storing user information 
CG: Customer Group - Groups in which customers can be added and managed by workforce who are part of it 
WG: Workforce Group  -  Employee teams created based on their roles or functions
  • Only those user permissions available in the network can be added to the 'User Permission' field

  • If the user should be added to a group, a YES or NO must be provided in the respective cells.

  • All fields marked with a * are mandatory and must be filled.

  • Optional fields may or may not be filled

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