template to add users to groups. Each row in the template adds a user to a group.
Select
Bulk Load
and then select
Templates
to display the list of templates.
Download the
BulkAddGroupMembers.xslx
template to your local system and open it to edit.
Ensure no spaces, dashes, or () symbols are in any field. Extra fields or symbols will cause the upload to fail.
Action
Select add:GroupMember. (Required)
Customer
Enter the customer name. (Required)
Department
Enter the name of the department that contains the group. The group must already exist. (Required)
Group Name
The name of the group that the user will be added to. (Required)
User Log In
The login name of the user to be added to the group. (Required)
Initiate Calls
Select Yes if the user can initiate a call to the group. If you select No, the user can receive calls from the group but cannot initiate a call. (Required)
Receive Calls
Select Yes if the user can receive calls from the group. If you select No, the user will not receive calls from the group.
Talker Override
Select Yes if the user has talker override in group calls. (Required)
Listen Only
Select Yes to set the user to listen only. The user will not be able to speak during the call. (Required)
Save the template file as an .xslx file.
Select
Bulk Loads
and then select
Add
.
Drag the .xslx file over the
Add Bulk Load
dialog box or select
Add
and upload the file from your computer.
Enter a title for the bulk load job and select
Submit and Run
.
The Ignore Dup Errors option prevents the bulk upload from creating a duplicate row in the database.
If errors are found in the file, correct the errors and upload the file again.
Users specified in the template are added to the groups listed in the template.
