How to Fill Details in CSV to Add Multiple Users?

You can add multiple users to Sentinel Portal at once by filling in a CSV file with the required details. This guide shows how to fill in the available CSV template correctly.

Step 1. Login to the Sentinel Portal and go to Organization from the left-side panel.

Step 2. Click on Add multiple users.

Step 3. When Add multiple users frame opens, click on the .csv template to download it.

Step 4. Now, open the downloaded CSV template. It has five different columns to add user details.

FirstName: Add the first name of the user. It can be in string form, for example, John.

LastName: Add the last name of the user. It can be in string form, for example, Pereira.

Email: Add the email id associated with the user. This should be in standard email form, for example, [email protected]

RoleIds: Add the role user will take up in the organization. The roles can be owner, administrator, finance administrator, and end user. Here, the owner stands for 1, administrator for 2, finance administrator for 3, and end user for 4.

If a user has two roles, owner and finance administrator, the value should be 1;3. A semi-colon should separate the values added in this column. If the user takes up one role, you can assign that role’s number alone, for example, 1.

SubscriptionPlan: Add the subscription plan you want to assign to the user. If you have a 250 GB Small Business Monthly subscription, you can add 250GB-M to that field. Here, M stands for Monthly subscription. However, if it is a yearly subscription, the value in that column will be 250GB-Y. Check out the values for all the subscriptions from the below table.

If you keep the SubscriptionPlan column empty, the user will be added without any license.

Step 5. You need to fill in the details for each user in the downloaded CSV template. All the columns, except LastName and SubscriptionPlan, are compulsory. And each row should have valid entries. If any of the rows have invalid entries, users will not be added while processing the uploaded CSV file.

Also, make sure you only assign the available licenses. Make sure you check the license count before filling out the CSV file. If the license is unavailable and it is still assigned to a particular user, that user won’t be added to the Sentinel Portal.

Note: 100 entries can be added at once in the CSV file.

Step 6. Once the details are added, save the file.

The CSV file is now ready to be uploaded and processed. You can now proceed to add multiple users. Check out our detailed guide on How to Add Multiple Users at Once to Rebit Endpoint Backup to add 100 users simultaneously.