Add or update many users at once by filling in the User Upload Template and uploading it to User Management.
Who can do this: Admins with access to Admin Settings → User Management.
Step 1: Download the template
Click the gear icon (top right) and open Admin Settings → User Management.
Open the Excel menu and click Download User Upload Template.
Step 2: Fill in the template
Employee ID (required): use real, unique IDs. Placeholder IDs cause errors.
Username (required): if your users don't have email addresses, you can use the Employee ID as the username.
First name and Last name.
Job title.
Email (optional).
Status: Active, or Inactive for people on leave.
Step 3: Upload
In User Management, choose the bulk upload option and select your file.
On Assign fields, match each column in your file to the right LeanSuite field.
Check everything on Review data, fix any rows flagged with errors, then click Next.
Updating existing users in bulk
In User Management, use Export Users to download your current user list.
Edit the file, for example to set leavers to Inactive or change job titles, and add new rows for new users.
Upload the file. Existing users are updated and new rows are added as new users.
Avoiding problems
Warning: Don't upload the same new-user file twice. That creates duplicate users, which you then have to remove in User Management.
If hourly and salaried staff come from different lists, upload them as separate files.
Upload into the right facility: switch to it first with the facility switcher.
Need to load a very large list, or users together with assets and skills? Your LeanSuite onboarding team can import it for you.