How to batch upload users

If you have more than 40 users, we recommend utilizing the batch import process to upload a group of users at one time. To complete a batch import:

1. View the import instructions attached below. 
2. Download and complete this excel spreadsheet import template attached below.
3. Email the completed import template to [e-mail]. Make sure to include your organization’s name, city, and state in your email.
4. Our office will complete the import in 1-2 business days and notify you upon completion.

Once the form has been imported, users will receive an email notification only if they were assigned a training or background check.

• Need to add a user without an email address? Click here.
• Learn more about roles here.
• Learn more about tags here.
• Learn more about trainings here.
• Learn more about background check levels here.