How to Bulk add Users to the Platform?

Modified on Fri, Jun 6 at 8:24 PM

Bulk‑uploading users keeps enrollment fast and effortless. Follow this step‑by‑step guide to import multiple users at once from your Wellness360 Admin Portal.


  1. Log in to the Admin Portal

    • Access your company’s Wellness360 Admin Portal.

    • Enter your credentials and click Login.

  2. Prepare the User Data File




    • Navigate to Admin Dashboard > User Management > Users.

    • Click + Add Users (top‑right corner) and select Import Users.

    • Click Download Eligibility File Template.



    • Open the template in a spreadsheet editor (Excel, Google Sheets, etc.).

    • Enter the user details (e.g., Name, Email, Role, Department, etc.).

    • Save the completed file in CSV format.

  3. Upload the File

    • Return to Admin Dashboard > User Management > Users.

    • Click + Add Users and choose Import Users again.

    • Click Choose File, select your CSV, and upload it.

    • Click Save to start the import.

  4. Verify the Imported Users

    • Go to User Management > Users.

    • Search for the newly added users to confirm they imported successfully.

    • Note: The system may take a few minutes to reflect the updated users.

    • You can also export the report of users by clicking on the 3 dots and Download report.



    • From the slider, you can choose either to export Registered, Unregistered, Terminated or All users and click on Download


  

*If you are experiencing any issues, please contact the Wellness360 Team.



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