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Add New Users (Batch Import)

To add multiple users to your Client Feedback Tool (CFT) account in bulk, use the batch import feature. Follow the steps below to complete the process:

  1. From the modern dashboard, use the left-hand navigation panel to select Settings, then click Users & Security to open the management window. This will take you to the legacy side of the tool.



  2. Under the Users & Security management window, select Batch Import.

  3. Next, download the User Import Template file
    1. Select Template
    2. Select Download, this will download the User Import Template
  4. Open the User Import Template file, you will want to enter data in the following required fields:
    1. First Name
    2. Last Name
    3. Email


  5. (Optional) The User Import file also allows you to set additional user parameters such as:
    1. Send on Behalf
    2. Respond on Behalf
    3. Assign new users to Project Groups
    4. Access API Data
  6. (Optional) The file will also allow to assign specific permissions to the newly created users:
    1. Firm Manager
    2. Firm Administrator
  7. Once you have entered new users' data, save the template, return to the User Management window in CFT, select Batch Setup, and then select Upload.

  8. In the Upload Batch Template pop-up window, click the Select File button. This will prompt you to select the User Import file that you created.

  9. Once the file has been uploaded successfully, click Read.

  10. This screen allows you to review the data before it is uploaded. Carefully check all data fields for accuracy. Also, review the Summary of User Import box in the lower right-hand corner to confirm the total number matches the number of users you intend to create/upload.

  11. When your review is complete, select Import to finish the upload process.



  12. (Optional) When you're template has been imported successfully, you can review the status box in the lower left-hand corner. In addition, you can select View Detailed Log. This will export an excel file which will show all records that were processed successfully and/or unsuccessfully.


Best practice recommendations:

  • Insert a generic password for each user in the .CSV file.

  • Use the same password for all users (do not distribute this password).

    • Example: [Firm Acronym]Welcome1!

  • This ensures each user is immediately a full member in the Client Feedback Tool (CFT), rather than being listed as “invited.”

  • Do not select the option to notify users upon import.

  • Instead, provide new users with the Logging into Client Feedback Tool – First Time document/instructions.

    • This guide helps users set a password of their choice during their first login.