VaultOne: Import Users

When you need to add a significant number of users to your VaultOne platform, importing them via a spreadsheet is a quick and efficient method. This saves you from having to add each user manually.

The process involves two main phases: preparing your user data in a spreadsheet and then uploading it to VaultOne.

Downloading the User Template

1. Access your VaultOne platform.
2. Go to the Administration > Users.
3. Click on Excel operations.
4. Select the option to download the template (usually labeled "click here" or "Download Template").
5. Open the downloaded spreadsheet on your computer and fill it with the details of the users you wish to import. Ensure all required fields are correctly populated.

Uploading the Completed User Template

1. Once your spreadsheet is complete and saved, go back to your VaultOne platform.
2. In the Users menu, click Excel operations and select Import from excel.
3. Choose the filled spreadsheet file from your computer and click Open.
4. Wait a few moments for the importation process to complete. Your users will then be added to VaultOne.