> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oloid-demo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tenant Admin Portal – How to Add Users in Bulk

> This document provides instructions to add users in bulk in the Tenant Admin Portal.

## Introduction

This document explains how to add users in bulk in the Tenant Admin Portal using a CSV or JSON file. It also includes the required formatting guidelines for preparing the upload file to ensure that user data is processed correctly and to prevent errors during import.

## Prerequisites

* You must have access to the Tenant Admin Portal.
* Use the provided CSV template and do not change the column headers.
* Do not use commas (,) in field values.
* Ensure all values are in the correct format (for example, a valid email address).
* Ensure the CSV file does not contain extra spaces or incorrect formatting.

## Steps to add users in bulk

1. Log in to the **Tenant Admin Portal**.
2. On the home page of the portal, click **Directory** on the left menu panel.

   ![Tenant Admin Portal – How to Add Users... - screenshot 1](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/117b4b77-84c8-487a-b3d8-ab98a279e4d3-0e20584e.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=40389c63ddae7c4b37d1277807a9f535)

   The **Users** page is displayed.
3. On the Directory menu panel, click **Import** > **Import Users**.

   ![Tenant Admin Portal – How to Add Users... - screenshot 2](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/image-8cae4064.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=431dc684d6079299f01815b90b71ba48)

   The **Import Users** pageis displayed.

   ![Tenant Admin Portal – How to Add Users... - screenshot 3](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/image-df14c46b.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=5829c9ce4f16f80c45627da2506ba575)
4. Click **Import Users** button on top-right corner of the page.

   ![Tenant Admin Portal – How to Add Users... - screenshot 4](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/8cf21d1e-f270-4081-b1fb-4bd780b390bd-7e20fbb7.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=2d3b31d0b73d4ef2163fdd34d21d32ee)

   The **Import User(s)** pop-up box is displayed.
5. In the **Upload** section, Do one of the following:
   1. Click **CSV** to download the CSV file template.
      Or
   2. Click **JSON** to download the JSON file template.

      > [!NOTE]
      >
      > **Note:** Please follow these guidelines when updating the downloaded template:

      * If **Primary ID** is blank, use `#{{oloid}}` to auto-generate it.
      * Add **custom fields** without the `#Oloid#_` prefix.
      * Keep only **PrimaryID**, **FullName**, and **Status**; you may delete other columns as required.
      * To **delete a user**, set the **Status** to `TERMINATED`.

![Tenant Admin Portal – How to Add Users... - screenshot 5](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/image-cb3a95b6.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=f1e672ffc90faf0207b86db36c2ebae4)

The CSV or JSON template file is downloaded to your system.

1. Prepare the CSV or JSON template file for upload.

   > [!NOTE]
   >
   > **Note:** To prepare the user upload template, refer [How to prepare User Upload Template](https://oloid.help/en/articles/10650742-how-to-prepare-user-upload-template).

2. Drag and drop the file or click on the **Import CSV or JSON file** area to upload your prepared CSV or JSON file.

   ![Tenant Admin Portal – How to Add Users... - screenshot 6](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/image-d3d991f0.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=1c5085ab0f61056398314ba9c7c42dca)

3. Select **Upload File**.

![Tenant Admin Portal – How to Add Users... - screenshot 7](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/image-6b833f85.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=a2f99548b0dfe2158d36997d1e279b78)

The file is uploaded in the **Upload** section.

1. In the **Analyze** section, do the following:
   1. Select preferred **Connection Name** from dropdown > click **Analyze**.

      ![Tenant Admin Portal – How to Add Users... - screenshot 8](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/image-386eb3c9.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=420154c01f227186e8efcf116705e270)

      You can review the imported data for any validation error.
   2. Click **Publish**.

      > [!NOTE]
      >
      > **Note:** You can click Reset to clear the current upload process.

      ![Tenant Admin Portal – How to Add Users... - screenshot 9](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/image-1b18cd6e.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=29ecdf3f2a2dbe30090b446577bf347a)

      The file is uploaded and listed on the Import Users page. The user and user details are added to the Tenant Admin Portal.

      ![Tenant Admin Portal – How to Add Users... - screenshot 10](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/42ba6eea-0138-4ec0-b772-04bcef4bdef4-7638f43b.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=087bc3fdc3894184f7f88a4fcfb7533e)

      > [!NOTE]
      >
      > **Note:** Check the logs to see the users’ status.

      ![Tenant Admin Portal – How to Add Users... - screenshot 11](https://mintcdn.com/oloid-999c42b2/9Vsmj7FIGRNn1gf6/images/intercom/8185203/image-8af62fda.png?fit=max\&auto=format\&n=9Vsmj7FIGRNn1gf6\&q=85\&s=0ddb022ec23583450b13074e9b666211)

## Video Tutorial

Watch the video [How to add users in bulk in Tenant Admin Portal-Video Tutorial](https://oloid.help/en/articles/11468749-how-to-add-users-in-bulk-in-tenant-admin-portal-video-tutorial)