If you need to create multiple users at once, LSVT provides two simple options for bulk user creation.
- The Enrollment Feature allows admins and managers (who have the privilege to “Create Users”) an option to easily enroll users at their location. To learn more about the Enrollment Feature, click here.
- You can also use a CSV file (Excel Spreadsheet) to collect enrollment information and upload users in bulk.
Below, is an explanation for each field name and the expected values:
|Parameter||Value or Description|
|*Location||This can be the exact name of the location or the location ID|
|*Username / Login||Username – No illegal characters|
|*Password||Password in plain text format||*First Name||First name – No illegal characters|
|*Last Name||Last name – No illegal characters|
|Middle Name||(Optional) Middle name – No illegal characters||User’s email address|
|Affiliate ID||(Optional) Can be used to pass extra information like an affiliate ID for example|
|Title||(Optional) Assign a user a Title||Team||(Optional) Assign a user to a team – Must be the exact name of an existing team|
|User Expiration Date||(Optional) Set a date for user to be expired – this must be set in the future if used (mm.dd.yyyy)|
|*Content Role||This is used to specify the user’s “Content Roles” (Role ID numbers only) List these separated by commas, like this, with no spaces: 1234,12345,43213,12343||Active||(Optional) This is used to determine if the Users account is set to Active or Inactive – must be TRUE or FALSE|
|*Access Level||Select the number for the access level, this is a range of 2 through 12 Only|
|*Update Profile||Set this to allow user to update their profile or not – must be TRUE or FALSE||Work Phone||(Optional) Main phone number – Must be in this format: xxx-xxx-xxxx|
|Cell Phone||(Optional) Cell phone number that will be used for SMS – Must be in this format: xxx-xxx-xxxx|
|Role Scheduler Days||(Optional) Setting this will perform a command to add or remove a content role after a number of days specified here||Roles Add||(Optional) Specify content role ID’s here to “Add” after the number of days specified in the Role Scheduler field|
|Roles Remove||((Optional) Specify content role ID’s here to “Remove” after the number of days specified in the Role Scheduler field|
|Misc 1||(Optional) Info that will be visivle in the Misc Info 1 field in the user profile||Misc 2||(Optional) Info that will be visivle in the Misc Info 2 field in the user profile|
|Language||(Optional) Language code for the user (Example: es-es, ca-fr, etc.)|
|Billing Frequency||(Optional) Billing frequency of the user’s subscription in months||Gross Fee Charged||(Optional) Gross fee (Decimals are accepted)|
|Force Password Update||If set to “TRUE”, the user will have to update their password upon first login|
Here is an example of what the CSV file (Excel Spreadsheet) should look like.
Once you log in to your LSVT account, you’re going to want to click on the “Super User Dashboard” icon.
Under the “Account ” section, click on “105 Integration Management” to access the API Manager.
When you get to the API Manager screen, you will see the “Utilities” tab, it’s the 5th tab from the left. Click that tab and a drop down menu will appear, click “Users Import”, then pick your system.
After you pick your system, you’ll be brought to the users import screen where there will be three sections “Settings”, “Scheduler Settings” and “File”.
The fields in the “Settings” and “Scheduler Settings” sections do not need to be filled out, because the CSV file will contain all of the information needed.
*NOTE: Make sure that the checkboxes “Active” and “Auto Email Notification” are checked
The “File” section is where you will pick your CSV file. After you have found and selected your CSV file, click the Submit button.
After you submit the CSV file and all the information is correct, a confirmation modal will appear detailing how many users were imported and asking for your confirmation, click “Ok” and that’s it, you’ve successfully uploaded users in bulk!
Please contact our support team if you run into any problems or have any questions.