User Management - Import New Users

You can import users into ClearGov from a templated CSV file. 

1. To begin this process, navigate to the User Management page.
2. Select the Import button.
3. Download the CSV template from the hyperlink in the modal. Input your user’s information (First Name, Last Name, Email, and Title) into the downloaded CSV file. Note: Emails must be unique, meaning an email can only be associated with one user in the ClearGov platform. In this spreadsheet, the header, Title, refers to the user's professional title, such as Finance Director.
4. Save your CSV file and select Start to begin the import process. 

From the file upload screen, select Upload Data from file and choose the saved CSV file or manually add the information in the import wizard. 

If you chose to Upload Data, From the Map Fields screen, you will confirm and remap information if incorrect. 

If you use the template, this section should be correct

On the Review screen, a preview of the users will be displayed. Admins must set the role for each user in the left-most column, by selecting from the dropdown. These values can be set in bulk by dragging a cell down over other cells. 

Note: The default role selection is set to ‘Read Only’. Select from the dropdown to set the role for your users. 

Once finished reviewing users and updating information, select the Continue button and acknowledge Yes, you are ready to submit. This will complete the import workflow and return the user to the User Management screen. All newly imported users will display in User Management.