For your initial user list upload you’ll want to bulk upload your user information.
Your user data will need to be in an Excel file (.xls or .xlsx format).
Start with our Essential user list example file: Friday Essential user list guide
It is important for the column names to match the below exactly.
|Unique email address for the user|
|First name||User's given or known as name|
|Last name||User's last name|
|Team||Name of the user's team|
|Manager of 1||Name of Team the user manages|
|User type||"Admin", "Analyst" or "Senior leader" (leave blank for standard participants)|
Names of your Teams are limited to 40 characters and must be unique within your account (so you can’t have two teams with the same name).
“Manager of 1”, for the Manager of the team, must match the name of the team in your user list exactly.
To import your user list - Go to “People” from the top menu - Click on “Import” - Choose your file to import
Our Validator will check your user list spreadsheet and then provide you with validated file to download to check any warnings and correct any errors (marked in the validated file). Once you are happy with the data and it passes the validator without any errors, click to Confirm import.