Company Administrators have the ability to add users in two ways. The first is through the basic line interface, where the admin can enter details manually and add rows as needed for additional users. The second method is via an Excel template, created by Aptify and included for download on the Add Members page. Users can download the template; update it with all of the information related to the members they'd like to add and then upload the completed template to add multiple users at one time, which is ideal for adding a larger number of users.
Note
If users on your site cannot access the Add Members page, please check the permissions of the web site's App_Data folder. At a minimum, the IIS_IUSRS group needs Modify permission to the App_Data sub-folder in order to access the Add Member page.
Adding Persons Manually
To add members manually refer to the steps below:
- To add new members select the Add Members button from the panel bar on the left of the Company Administrator Dashboard Landing Page.
- To add users directly on the Add New People page, enter the required details for each person
- Mandatory fields are marked with an asterisk.
- Use the Add Row button to create rows for additional names/users.
- Create Web User will be checked by default, be sure to uncheck this box for any users that do not require a web user account. Username and password will be sent to the new web user via separate emails. The person's email address will be the Web User's User ID.
- Click Submit to add the new Persons records associated with the Group Administrator's Company.
Adding Persons With the Excel Template
To add persons with the Excel template refer to the steps below:
- From the Add New People page, download and update the template supplied on the lower left corner.
- Browse to the updated template file, and select Upload.
- Note: Larger files may take a longer period of time since there are a number of records being created and if creating web users, notifications are sent as part of the creation process for each user.
- Completed updates will display a confirmation, as shown below.
- You can open the AddPerson.xlsx file to see the upload status for each of the new record in the comments column.
