How to add a user or users

Instructions on how to create an account for one or more Audiri users

Updated over a week ago

There are two ways a user can be added to your Audiri account:

  1. Create an account through the Audiri app.

  2. Add the user/s from the admin console.

Add a single user from the admin console

  • This method is recommended if you only need to add users on an ad-hoc basis. We recommend uploading a CSV file for adding users in bulk.

Step one

  • Navigate to the All features page from the main menu (located on the left-hand side of the screen), then click on the Users card to open the Users page.

  • At the top, right-hand side of the Users page is a dropdown menu named Actions.

  • Click Actions and then Add users.

Step two

  • Complete the fields for the user's First Name, Last Name, Email, and Access Level (Reader/Administrator).

  • You can also add the user to the required groups in this step.

Step three

  • Once all the details have been completed, click on:

    • Add, to add the user and keep the Add a new user window open (if you need to add more than one user); or

    • Add & close, to add the user and close the Add a new user window if you don't need to add anyone else.

Note: Adding an existing user's email will update their personal information (Name, Access Level, and Groups).

Adding the users in the admin console in bulk, via a CSV file

  • Using a comma-separated values (CSV) file, users can be added to Audiri in bulk.

  • During this user set up, users can also be added to specific groups.

Note: It is recommended for the CSV files to be set up by groups for easy setup (i.e. one CSV file per group).

  • This tool can also be used to update users First names and Last names.

Saving a spreadsheet as a CSV file using Microsoft Excel

  1. In your Excel spreadsheet, click File.

  2. Then click Save As.

  3. Click Browse to choose where you want to save your file.

  4. Select CSV from the Save as type drop-down menu.

  5. Finish by clicking click Save.

Saving a spreadsheet file using Google Sheets

  1. From the sheets file, click on File and select Download as.

  2. There, select Comma-separated values.

  3. This will download the file as a CSV.

Once you have your CSV file ready, follow the below steps to add users via the import tool.

Using the Import tool

Step 1

  • On the admin console, navigate to the Users page by clicking on Users on the left-hand menu.

  • On the top, right-hand corner of the Users page is a dropdown list called Actions.

  • Click on Actions and select Add users.

  • A window will pop up with text fields to add a single user's details or an option to upload a CSV.

  • Click on Upload CSV to open the import tool.

The CSV file must have 3 columns, with the following items in the below order:

  1. Last name

  2. First name

  3. Email

Example of CSV file layout with three columns. The first column is for last name, the second column is for first name and the third column is for email address.
  • You can also click on In this formatting link on the pop-up import tool for a reminder how your CSV file should be set up.

Note: no headers are required and the file is limited to a maximum of 1000 rows per import.

  • Once your CSV file is ready, you can drag and drop it to the Drop CSV file here box on the import pop-up tool or click on select from computer and select the file to upload.

Step 2

  • Once the CSV file has been uploaded, the import tool will identify and show the number of new users to be imported.

    • New users will be imported and existing user accounts will be overwritten with the new information you have uploaded.

      • Hint: This is also an efficient method of updating a batch of users' details at once.

  • You can now proceed by clicking on Next to add the users to a group.

Step 3

  • Use this step to add the users from the CSV file to the specific groups.

  • You can add users to one group or many groups at this point.

  • The entire list of users in the CSV file will be added to the selected group/s once the import is complete.

  • Click Next to proceed.

Step 4

  • Verify the number of users and the group/s they are being added to.

  • Once completed, click on Submit to finalise the import.

  • All the newly added users will receive a welcome email instructing them to download the app and they will be automatically subscribed to receive news from you.

  • From here, you will be redirected to the Users page.

    • You will see the list of users now includes the new users you added.

    • Newly added users will have the status Invited.

    • Once they have downloaded the app and created their user profile, their status will change to Active.

Note: All Invited users will receive news sent to the Everyone or All users groups, as well as news sent to the groups they have been manually assigned to during the import.

Did this answer your question?