The feature allows you to bulk add users from a .csv file. Adding members in bulk is a quick and efficient way to invite users to your Ankored groups.
Important Note:
If you would like to create a profile for a parent/guardian so that they can complete requirements on behalf of a minor, please contact Support@Ankored.com to help you configure a Guardian Role into your Ankored account
Follow these step-by-step instructions to ensure a successful import:
1 . Start the Bulk Add Process
- Click the + Add Members button on the right-hand side.
- Select Bulk Add from the options.
2. Download the Template
- Click Download Template to obtain the file you’ll need to fill out. Make a copy of the spreadsheet.
3. Fill Out the Template
Complete the template with the required information specific to your organization:
- Name: Enter the user’s first name in this column.
- Last Name: Enter the user’s last name in this column.
- Email: Enter their email address
- Level/Team:
- This must exactly match the name of the Group in Ankored and is case sensitive
- Role:
- Ensure this matches one of the pre-determined roles in Ankored.
- Enter the role name
- Requires Guardian:
- This column must be filled with no
4. Save the File
- Before importing, ensure the file is saved in .csv format.
5. Upload the File
- Return to Ankored and upload the completed .csv file.
6. Account Activation
- Once the file is uploaded, members will automatically receive an account activation email.