Would you rather bulk import your users to Postal? This article will help you get that done.
Before you start!
You’ll need to have the Admin role in Postal to add users.
A spreadsheet is used for bulk import and must have the following columns in this order:
- First Name
- Last Name
- Team Name
- Role Permissions
- Status
- Title
- Phone Number
- Get Invitation
Here is a template that can be used. See the instructions attached.
The permissions that are available for the Role Permissions column:
- Admin (Only if adding to the original team. This team is usually named after your business)
- Team Admin
- Manager
- User
Check out our Permissions breakdown article for more information.
Get Invitation indicates that upon successful import the user will get an email prompting them to log in. The options here are:
- Yes
- No
NOTE: All columns must be filled out appropriately to successfully bulk import users.
Bulk Importing Users
Start by selecting Profile Menu (person icon) in the top right > Profile > Users
From the Users page, select Bulk Import in the top right corner.
Upload your prepared CSV.
Allow for the upload to finish and you should see your users added in no time.