Bulk Add Users

🛠️ Option 1: Let Us Handle It for You

Simply fill out the spreadsheet 📋/ExampleUserUpload.csv and send it to our secure inbox ✉️.

Include:

• Site name(s)
• User role(s)

⚙️ Option 2: Advanced Users – Upload a CSV File

Prefer to do it yourself? Follow these steps:

🔹 Step 1: Set Up Groups

Before uploading users, find the correct group names:

1. 🔑 Log in as an admin → Go to Admin Tools > Users and Groups > Groups.
2. 👁️Click on Show systems , then click browse
3. 📌 Locate your site’s group (e.g., site_yoursitename).

• • For Consumer access, use: site_yoursitename_SiteConsumer.
  • ⚠️ Important: Group names are case-sensitive—copy them exactly!
  • In the example above our site is called calvintesting so the group I will be adding the user to is site_calvintesting. To add the new users as Consumers to this site, the group I will be adding them to is site_calvintesting_SiteConsumer.

🔹 Step 2: Prepare the CSV File

1. 📥 Download the ExampleUserUpload.csv (at the top of this article).
2. 📊 Open in Excel, Numbers, or LibreOffice. ( Fill out the fields starting in the first line beneath the field names. )
3. ✏️ Fill in user details

• Username and Email address (must match for each user).
• When filling out the ‘Group’ field, use a colon (e.g., group1:group2).

🔹 Step 3: Upload the CSV

1. 🖥️ Go to Admin Tools > Users > Upload User CSV File.
2. 📤 Select your file → Confirm upload.

The users from the CSV file are uploaded into Projectfusion and you will then see the Upload Results page showing the list of user names and statuses

✅ What Happens Next?

• 📧 Users receive a welcome email with login details.
• 🔐 If no password is set, they’ll get a temporary one (must reset on first login).
• 📊 Check Upload results for confirmation.

Updated on: 07/07/2025