Step 1: Go to Site Admin


Step 2: Click on the Users Tiles


Step 3: Download the Bulk Template


Step 4: Fill in the information


The following fields are mandatory;

  • FirstName (A)
  • Surename (B)
  • Email (C)
  • Role (User)  


Type ID, Organisation ID, Job Role ID and Plan numbers can all be found from the site admin panel - and take the REF Number.

Columns G -J are all text fields and any information can be put here. 


If you are the Admin for the HCSWA, use Custom1 for the Cohort, e.g. "Cohort July 2023"


Step 5: Upload the document