Bulk Upload screen

Creates more than one user for AgilePoint NX.

Video

Screen



How to Start

  1. Click Settings .
  2. Click Admin Settings .
  3. Click Bulk Upload tab.

Fields

Field Name Definition

Authentication Type

Function:
Specifies the authentication provider from which to add your users. The users must use the credentialss for this authentication provider to sign in to AgilePoint NX.
Accepted Values:
  • AgilePoint ID - Lets the new users login with AgilePoint ID.
  • User from Other Source - Lets the new users login with other sources such as Office 365, Google account, or Salesforce.
Default Value:
AgilePoint ID

Download Template

Function:
Downloads an Excel template file to enter more than one user's information to add.

Select File

Function:
Selects your Excel file with your user information.

Upload File

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