Create user groups with a spreadsheet

This spreadsheet is a special type of setup spreadsheet that lets you create, update, or delete ALL with one file.

When you download the create spreadsheet all the columns are empty. When you download an update spreadsheet, it is the same format simply populated with the corresponding information from your database.

Download the spreadsheet

You can find all the spreadsheets to manage users and user groups on the Users and Roles page or on the Setup Spreadsheet Log page.

On the Users and Roles page

  1. Click the Excel icon.
  2. Under the Download section, choose Create User Groups Spreadsheet.
  3. Download the spreadsheet.
  4. The name format is yyyymmdd-CREATE_UserGroups.xlsx.
  5. Add your information and save.
  6. Use the Excel icon to upload your spreadsheet.
  7. The Setup Spreadsheet Log reports the results and any errors. You can download the kickout (errors) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

    *Not available for Pro and Express users.

See this page for more information on how to Manage User Groups.

Create user groups spreadsheet details

Column Rules
Group Name Enter a unique name for the group.
Description Add an optional group description.