Overview
When you need to get a group of people set up in Atlas, rather than adding them one by one, you can bring them all in at once using the New User Template. This is the fastest way to onboard a new team, a new department, or your whole organisation.
Step-by-step instructions
Step 1: Download the New User Template (in Atlas)
Go to Users in the left-hand menu.
Click the three dots, then select Download New User Template.
Read the instructions, then click Download New User Template. The file saves to your downloads folder.
Step 2: Fill in the template (in your spreadsheet app)
Open the downloaded file in a spreadsheet application such as Microsoft Excel, Apple Numbers, or Google Sheets.
Enter your users' details, following the instructions inside the file.
Save the file and close it.
Step 3: Import the completed template (in Atlas)
Back in Atlas, go to Users in the left-hand menu.
Click the three dots, then select Import User Data.
Read the instructions, then click Select a file to import.
Find the file you just filled in, select it, and click Open.
If Atlas finds any errors in your data, the affected fields are flagged in red. Hover over one to see a hint explaining what's wrong, then correct it directly on screen. Before import all issues must be resolved.
Click Import data to add your users.
To add one user only, see How do I add an individual user?
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FAQ
What sign-in methods are available?
What sign-in methods are available?
Users can sign in using their emails or usernames. See Sign-in methods available for users.
Can I set up different sign-in methods within one template?
Can I set up different sign-in methods within one template?
Yes. Within a single template, you can set some users up with an email address and others with a username — just fill in the Has Email column accordingly. After import, the two groups are handled differently: users marked "Yes" are emailed a link to set their own password, while users marked "No" will need you to set their temporary password and then pass on their login details.
How do I set passwords for username (no email) users during a bulk upload?
How do I set passwords for username (no email) users during a bulk upload?
Passwords are set in Atlas after you upload the spreadsheet with user details. After you finish the import, you'll be prompted to create only one temporary password for your username users, the same for all.
Do I need a unique password for each username user?
Do I need a unique password for each username user?
No. You set one temporary password that applies to all username users in the upload. They'll be asked to change it when they first log in.
I get a "We found errors" message after importing user data — what should I do?
I get a "We found errors" message after importing user data — what should I do?
This means some fields weren't filled in correctly. The affected fields are highlighted in red — hover over to see a hint explaining what's wrong. You can then fix issues in one of two ways:
Correct them on screen. Edit each highlighted field directly; it turns green once it's valid. When everything's green, click Import Data to finish.
Correct them in the template. If there are too many errors to fix on screen, go back to your template file, make the changes there, and re-upload it.
I get an "Email/username is already in use" error, but I can't find that user in our system. What should I do?
I get an "Email/username is already in use" error, but I can't find that user in our system. What should I do?
What happens if a username user forgets their password?
What happens if a username user forgets their password?
They'll need to ask you to reset the password for them. See How to reset a user's password.
Can I edit user details later?
Can I edit user details later?
Yes — every field can be updated whenever you need. These guides walk you through the different ways to do it: