Large quantities of IT managers, creators, or viewers can be imported from a CSV file. Once created, the CSV file can be sent to your Account Manager to be uploaded onto Engage.
Creating a CSV File
A CSV file can be created in any one of the following applications: Microsoft Excel, Google Sheets, or OpenOffice Calc.
These steps use Excel as an example, but the process is similar in other applications.
- Open Excel.
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Enter the headers in the first row. Ensure that spelling and formatting are the same.
- userName
- firstName
- middleName
- lastName
- role
- phone
- In the userName column, enter the Engage username associated with each user.
- Enter the user's firstName, middleName, and lastName. Leave middleName blank if the user does not have one.
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In the role column, enter the associated role for each user as shown below. Ensure that spelling and formatting are the same.
- IT Managers: IT_MANAGER
- Poll Creators: CREATOR
- Poll Participants: VIEWER
- In the email and phone columns, enter the email and phone number of each user. Do not use dashes in the phone numbers.
- In the ribbon, select File.
- Select Save As, and then double-click This PC.
- Navigate to the location where you would like to save your file.
- In the File name field, enter a title for your file.
- In the Save as type field, select CSV (Comma delimited).
- Click Save.
- Send the saved CSV file to your Account Manager. They will import the list of users to Engage.