# Adding a New User Manually

The Add User option allows Super Admins to create and invite users individually by entering their email address and assigning the appropriate access permissions. To add a new user, follow these steps:

Add Users
  1. Log in to CircleHD using a Super Admin account.
  2. Navigate to Settings.
  3. Select Users from the left-side panel.
  4. Click Add User.
  5. Select the Email option.
  6. Enter the email address of the user you want to add.
  7. Select the required user permissions:
    • Admin – Provides Admin access.
    • Super Admin – Provides Super Admin access.
    • If neither option is selected, the user receives standard User access.
  8. Enable the Invitation Email option if you want to send an invitation to the user.
  9. Click Invite to complete the process.

# Permission Logic

Admin Super Admin Access
Yes Yes Super Admin
Yes No Admin
No No User

Note: Select Super Admin permission only for users who require full administrative access to the platform.

# Importing Users in Bulk Through CSV

The Import Users option allows Super Admins to create multiple users in bulk by uploading a CSV file. This is useful when a large number of users need to be added to CircleHD at the same time.

Import Users

# Prerequisites

Before importing users, make sure:

  • You are logged in with a Super Admin account.
  • You have prepared a CSV file containing the required user information.
  • The CSV file contains the required user attributes.
  • Business Unit, Department, and Job Role , Email information is correctly configured in the system.

# Steps to Import Users

  1. Log in to CircleHD using a Super Admin account.
  2. Navigate to Settings.
  3. Select Users from the left-side panel.
  4. Click Add User.
  5. Select the Import option.
  6. Click Choose File.
  7. Select the CSV file from your device.
  8. Upload the file.
  9. Provide the required user information and permissions as supported by the import file.
  10. Select the appropriate Admin and Super Admin permissions.
  11. Enable the Invitation Email option if you want to send invitation emails to the imported users.
  12. Click Invite to complete the import process.

# Required User Attributes

The CSV file should contain the following mandatory user information:

Sr.No Attribute Description
1 User Email Email address of the user.
2 First Name First name of the user.
3 Last Name Last name of the user.
4 Business Unit Business Unit assigned to the user.
5 Department Department assigned to the user.
6 Job Role Job Role assigned to the user.

Important: CircleHD does not provide a standard downloadable CSV template. Administrators can upload their own CSV file, provided it contains the required user information in the supported format.

Note: Carefully verify Admin and Super Admin permissions before importing users, as these permissions determine the level of access granted to each user.

← Users Section →