Adding multiple users is much faster if importing from a spreadsheet.  


Sample CSV File


Step 1

Create a spreadsheet using Google Docs or Excel.


Step 2

Make sure that the spreadsheet contains a column header on the first line consisting of at a minimum First Name, Last Name, and Email address.

Optional: Create extra columns for positions, ex: Director, Officer, etc, this is where you will add the position titles for the positions ex: put Chair in the Officer column



Emails addresses must be in the correct format (example - bill@boardspace.ca).

  • Note that the email address is the unique identifier. This allows adding contacts with the same name as long as their email addresses are different.


Step 3


Add names, emails, and titles for users in the corresponding columns. 


If adding a user - Alex Baldwin, who is an officer with the title Chair, and an email address abladwintest@boardspace.ca.


Enter Alec in the First Name Column, Baldwin in the Last Name column, abladwintest@boardspace.ca in the email column and Chair in the officerTitle column.



Note:

Each user's information can be edited after uploaded and any user can have more than one title. 


For example, a user could be a director and an owner/member. 


Step 4

Save spreadsheet -  go to File > Save As.  In the contextual menu, name your file and select comma separated values (.csv) as the file format.


Note: Only CSV file formats (.CSV) can be uploaded into BoardSpace.


Uploading Users with Contact Information and Positions


Step 1

Go to Board Settings


Step 2

Click on "Manage Users" (located on left-hand side menu)


Step 3

Click on Options and select "Add Multiple Users"


Step 4

Click the button Upload csv file 

Step 5

Users must be added with a first name, last name and email address. 

Under First Name select from the dropdown the column heading title that contains your users' first names. Follow the same procedure for Last Name and Email.  



Note:

  • Changing the dropdown mappings resets the names, position titles, etc. 
  • The list of added users shows after the first three fields are mapped. 

Step 6

Users must have at least one position (but could have more than one). 

If the spreadsheet

(a) included positions

  • map the correct header dropdown from the title (ex: select director titles under Director)
  • If any columns are not needed, do not select any field from the Director, Officer, Owner/Member, Professional dropdowns.

IMAGE HERE

(b) did not include positions 

  • Start by assigning some users as Admins - click on Admin tab
  • To add a position to every user click the checkbox beside the title of the position (Officer, Director, etc) to select every user, fill in the title as desired (Administrator is added for Admins - no custom title can be added)


  • To add a position to one user toggle the switch to on and enter a title



  • Continue until all added users have at least one position.  
  • The number in the brackets beside the position title is the number of people currently assigned to that position


Step 7

  • Click on Import



Reasons for User Upload Failure

  • Invalid email address in the CSV file that doesn't follow the proper format (eg. bill@boardspace.ca).
  • Columns that are not mapped to any of the fields.
  • Adding the same email address again.
  • Mapping a column twice.