Batch uploading group accounts

Add groups of users by uploading a .csv or .txt file.

Administrators are responsible for allocating the licenses available within their software subscription. The administrator has the ability to remove groups, edit group details and add or remove users from the group. All administrative tasks are completed on the web client using a certified browser on a computer.

There are two ways to batch-upload groups:

  • User-based – for users that belong to multiple groups
  • Group-based – for adding groups with multiple users

Download either a user-based, or group based .csv file depending on what you need:

Group batch samples
Group-based Group-based

 Both formats will create groups and add existing users to them.

Prepare the file

  1. Download the sample .csv file
  2. Delete the sample information in the rows.
Make sure that you don't delete or modify any of the column headers. Doing so will result in an error message during the batch uploading process.

Also, be careful not to delete any existing columns. Instead, if you're not using them, leave them blank.

  1. Fill in the rows with the information below:

User-based upload

email – Type-in the user's email address (mandatory). The email address must already be linked to an existing subscription.

FirstName –  Type-in the user's first name (optional)

LastName – Enter the last name of the user (optional)

Groupname – Type-in the names of the groups to add the users to (mandatory). Add additional Groupname columns to add more groups to the user.

Be careful not to repeat users in the email column. Instead, if the user belongs to more than one group, add to the Groupname columns in the same row.

Group-based upload

Groupname –  Type-in the group name to add users to (mandatory).

Email – Type-in the user's email address (mandatory). The email address must already be linked to an existing subscription. Add additional email columns to add more users to the batch groups.

  1. Save the spreadsheet as a .csv or .txt file. If the file is not saved in this format, you will not be able to upload it to the software.

Upload the file

  1. Go to and log in to your account
  2. If you do not have a user account, logging in will bring you directly to your subscriptions. If you have a user account, click your name on the right corner and select Subscriptions from the drop-down menu.
  3. Click on Groups
  4. Click +Import user groups at the top of the screen
  1. Select the .csv or .txt file you prepared in the previous step. The system will automatically identify if it is a user-based, or group-based format.
The group information will appear on your screen.
  1. Click the Edit icon to edit the group's name
  1. Click the down arrow to view users
  1. Remove a user by clicking the x symbol in line with their name or email address
  1. Once you have reviewed group information and are ready to add the users to the software, click Add Groups. A dialog box will display the upload's progress. You can stop upload at any time by clicking the Stop button.
Groups that were successfully added will appear in the Groups added tab.

See Creating and managing user groups to learn how to add users to the groups.

Last updated: July 29, 2019

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