> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://projectfusion.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Bulk Add Users

#### **🛠️ Option 1: Let Us Handle It for You**

Simply fill out the [spreadsheet 📋/ExampleUserUpload.csv](https://www.projectfusion.com/wp-content/uploads/2021/09/ExampleUserUpload.csv) and send it to our [secure inbox ✉️.](https://uk2.safedrop.com/safedrop/support@projectfusion.com)
 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:

![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_tqs1t.png)

1. **🔑 Log in as an admin** → Go to **Admin Tools** > **Users and Groups** > **Groups**.
2. **👁️**Click on Show systems , then click browse![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/download-1_s9kbb3.png)
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 be identical (**These are mandatory and all other columns are optional).**
* **First Name and Last Name**
*  When filling out the ‘Group’ field, use a colon (e.g., `group1:group2`).
|| (Remember the group field is case sensitive so make sure you __copy the group name exactly__)

![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_12f9lih.png)

### **🔹 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.