Bulk import process for user accounts
How to import team members and team admins in bulk
Organisation administrators with a large number of clinicians and/or administrators to add to one or more of their clinics can perform a Bulk Upload of users. Administrators have the ability to create and upload a simple csv file with clinic and team member information, using a downloadable sample template. This streamlines the process for adding multiple users to one or more clinics.
To perform a Bulk Upload of users, follow the instructions below:
| At the Organisation level, click on the left column menu option Bulk Import. |
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Download the sample template to create your csv file with the applicable information added to the columns.
Add the information as shown in the template example in the available columns. |
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Please provide the information exactly as shown in the example, otherwise the process will not work: Organisation Name: exactly as it appears in the Video Call service Clinic Name Address: The URL of the clinic when you are viewing the Waiting Area (address in the web address bar), eg https://vcc.healthdirect.org.au/t/acmecardiology/team/waiting-area Email Address: of the user you are adding Role: Type the required role using exact wording (Administrator, Clinic clerk, Team member or Service referrer). Permissions: Add TRUE or FALSE for each of the permissions, as required. |
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| Once the csv file is correctly finalised, click on Upload File and navigate to the file. Then click Open to upload it. |
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| Once the csv file is uploaded the details can be reviewed before clicking the Bulk Upload button to confirm and perform the upload. |
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| Once the Upload is performed the added Team Members/Admins will receive an email to create their account if they do not already have one. Team Members and Pending Invitations lists will update accordingly. |
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