> For the complete documentation index, see [llms.txt](https://docs.meeds.io/meeds-guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.meeds.io/meeds-guides/admin-guide/manage-users/adding-and-importing-users.md).

# Adding and Importing Users

{% hint style="info" %}
This page applies to the **Business** and **Enterprise** plans.  [👉 Compare all plans](https://www.meeds.io/pricing)
{% endhint %}

### **Create Individual Users**

#### :point\_right: **Add a user**

* Go to the user management section from the administration site.
* Access the user creation form by clicking on 'Add User.'
* The form opens, prompting you to add information. All fields are mandatory.

**Recommendations**

:white\_check\_mark: Username: Use the format \[first name].\[last name] without accents or special characters

:white\_check\_mark: Name, first name: Provide information (minimum 3 characters), no numbers allowed

:white\_check\_mark: Email: Enter the email used for invitations, notifications, and authentication

:white\_check\_mark: Password: Pre-enter a temporary password the user can change during the invitation process

#### :point\_right: Choose to invite the user to join the platform

* Once created, find the user in the list of active users
* Optionally, invite the user by clicking on the envelope icon in the interface
* An email will be sent to the user to join the platform
* The email includes a link to customize their password, valid for 24 hours.

:bulb: **Note**

* If necessary, resend the email by clicking on the envelope again.
* Once the user has joined the platform, it's not possible to resend this email.

:warning: To create an external user, invite them from a designated space. They will be automatically considered external. 

### Create Users in Bulk

#### :point\_right:  **C**reate a .csv file with user details

* Import users in bulk by uploading the .csv file
* If users already exist, their information will be updated. Consistency checks are done on the username and email

:bulb: *Additional information such as function, organization, location, etc., can be included by contacting the Meeds representative.*

Find below attached a template file to prepare your .csv file:

{% file src="/files/Fkd5nCWihxgVjTpCj1vN" %}

#### :point\_right: **Import Users**

* Use the 'Import by CSV file' option in the user management section
* Select the prepared file,
* And launch the import

:bulb: *If errors occur during import, a report helps you understand and modify the information.*

#### :point\_right: Mass Actions on User Data

Select users and choose an action:

* Invite en masse: Users who haven't connected will receive an email.
* Disable en masse: Selected users will be deactivated, preventing platform access.
* Enable en masse: Activates selected users (if disabled), restoring their previous rights.

### Search for users

Search for users from the user management section:

* Use the text field to filter by user name or first name.
* Use advanced filters to filter by status: Connected, Never connected, Enrolled, Never enrolled, No enrollment possible, Internal, External.

### View User Informations

For each user, you can:

* View information: ID, first name, last name, email.
* Track their status: last connection, enrollment, activated/deactivated, user data source, internal/external.
* Access user roles: Clicking on them provides a summary of these rights.
* Modify the record: Change name, first name, email, and password if needed.


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