How to Import Users from a Spreadsheet in Horizon WebRef
Learn how to import users from a spreadsheet in Horizon WebRef. This walkthrough is for organization administrators who have a list of people ready to add at once and want to confirm what blocks, what warns, and who will be added before anyone is saved.
Chapters
- 00:00 How to import users from a spreadsheet
- 00:03 Import Users
- 00:12 Who can import
- 00:26 Open Import
- 00:43 Download template
- 01:28 Open the file in Excel
- 01:40 Example rows and people's names
- 02:07 Required columns
- 02:21 User Type
- 02:38 Headers and save formats
- 02:52 Save As
- 03:04 Welcome email
- 03:17 Names in the file
- 03:31 Spreadsheet file
- 03:42 Preview
- 04:01 Fix this
- 04:20 How we read this file
- 04:33 Cancel import
- 04:45 Emails
- 04:58 Import and Results
- 05:09 Same work on a phone
- 05:34 That is how Import Users works
- 05:46 Explore the Live Demo