There are two ways a user can be added to your SkoolBag account:

  • Create an account through the SkoolBag App, to assist them in this, direct them to this page for instructions on how to install the app and create their account.

  • Adding the user/s from the Console.

The below article outlines how you can add users from the Console:

Add a single user from the Console

This method is recommended if you only need to add users on an ad-hoc basis. We recommend uploading a CSV for adding users in bulk.

Step one

Navigate to the Users page by clicking on Users from the main menu (located on the left-hand side), then click on Actions and then Add users.

Step two

Fill out the user forms with the user's First Name, Last Name, Email, and Access Level (Reader/Administrator). You can also add the user to the required groups in this step.

Step three

Once all the details have been completed, click on:

  • Add, to add the user and keep the Add a new user window open (if you need to add more than one user); or

  • Add & Close, to add the user and close the Add a new user window if you don't need to add anyone else.

Note: Adding an existing user's email will update their personal information (Name, Access Level, and Groups).

Adding the users from the Console in bulk via CSV

Using a Comma-separated values (CSV) file, users can be added to SkoolBag in bulk. During this user set up, users can also be added to specific groups.

Note: It is recommended for the CSV files to be set up by groups for easy setup (i.e. one CSV file per group). This tool can also be used to update users First names and Last names.

Saving a spreadsheet as a CSV using Microsoft Excel
  • In your Excel spreadsheet, click File. Then click Save As. Click Browse to choose where you want to save your file and then select "CSV" from the "Save as type" drop-down menu. Finish by clicking click Save.

Saving a spreadsheet file using Google Sheets
  • From the sheets file, click on File and select Download as. There, select Comma-separated values. This will download the file as a CSV

Once you have your CSV file ready, follow the below steps to add users via the import tool.

Step 1

From the main menu, navigate to the Users page. From the User list, navigate to Actions and click on Add users. A window will pop up with the option to add a single user or upload a CSV. Click on Upload CSV to open the import tool.

The CSV file must have 3 columns, with the following items in the below order:

  1. Last name

  2. First name

  3. Email

You could also click on 'In this formatting' highlighted on this page to get a view of what your CSV file should look like.

Note: no headers are required and the file is limited to a maximum of 1000 rows per import.

Once your CSV file is ready, you could drag and drop it to the "Drop CSV file here" box below or click on Select from Computer and select the file to upload.

Step 2

Once the CSV file has been uploaded, the import tool will identify and show the number of new users and existing users. Any new users will be imported and existing user accounts will be overwritten with the changes you make here.

You could then proceed by clicking on Next to add the users to a group.

Step 3

Use this step to add the users from the CSV file to the specific groups. You can choose more than one group. By selecting the groups, all users on the CSV file will be added to these groups once the import is complete. Click next to proceed.

Step 4

Verify the number of users and the group/s they are being added to. Once completed, click on submit to finalise the import. All newly added users will receive a welcome email instructing them to download the app and they will be automatically subscribed to receive news from you.

From here, you will be redirected to the User list. Newly added users will have the status "Invited". Once they have downloaded the app and created their user profile, their status will change to "Active"

Note: All Invited users will receive news sent to the "everyone" or "All Users" groups alongside the groups they have been manually assigned to during the import.

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