New User Wizard: batch creation, segmentation, backoffice roles, and welcome email
Use the New User Wizard to add several users at once, assign groups, team, and backoffice roles, and optionally send a welcome email. This is the fastest way to create a batch of users from the Users area.
How do I start the New User Wizard?
Go to Community Management > Users.
Select Add User.
On the New User Wizard, start in the Users step.
How do I add several users in one batch?
Select Add user.
Enter the First name, Last name, and Email.
Select Add user again to add another person.
Use the row actions to Edit or remove a draft user if needed.
Continue until your batch is complete.
How do I apply segmentation to all users?
Open the Segmentation step.
Select the groups you want in Groups.
If Team is available, select the team to apply to the whole batch.
Remember that the selected groups and team will apply to every user you added in the first step.
How do I assign backoffice roles?
Open the Backoffice Roles step.
Select the roles you want to assign.
If you see Only administrators can assign backoffice roles., you do not have permission to use this step.
If no roles are available, there is nothing to assign.
How do I send a welcome email and create the users?
Open the Welcome email step.
Turn on Send welcome email if you want each created user to receive an email.
Fill in the email From name, Subject, and Body if needed.
Select Create {{count}} user(s) to finish.