Import Multiple Users (bulk upload)

Creates more than one user for AgilePoint NX.

Figure: Multiple Users screen

Bulk Upload screen

Examples

Prerequisites

How to Start

  1. Click Settings.

    Settings
  2. Click Administration.

    Click Administration
  3. Click the Multiple Users tab.

    Click Bulk Upload tab

Fields

Field NameDefinition

Download Template

Description:
Downloads an Microsoft Excel template file to enter more than one user's information to add.
Example:
Refer to:

Authentication Type

Description:
Specifies the authentication provider from which to add your users. The users must use the credentials for this authentication provider to sign in to AgilePoint NX.
Allowed Values:
  • AgilePoint ID - Lets the new users login with AgilePoint ID.
  • User From An External Source - Lets the new users login with other sources such as Microsoft 365, Google account, or Salesforce.
Default Value:
AgilePoint ID

Choose File

Description:
Selects your Excel file with your user information.
Example:
Refer to:

Register

Description:
Uploads your Excel file with the user information to add the users.