Excel User Import

If you want to add a lot of user accounts and do not want to add them manually one-by one, we’ve created an Excel import function to expedite this process.

To do so, you can use the import button at the top of the user list.

You cannot, however, just import any Excel sheet. The data must fit into BriefBuilder’s structure. Therefore, we have developed an import template that you can use. See below for an empty version and an example.

Please note that, after import, all users will get the default role of ‘Project Participant’ and invitations have not yet been sent to these users.

Make sure that user details are unique. You cannot use the same user name or the same email address twice.

Updated on 2 December 2020

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