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Created by Dwain Wood
Created on Jul 8, 2021

Import Users to Project

Add the ability to bulk add a number of users by uploading a spreadsheet of the contacts in the correct format.

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  • Mercedes Green
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    Sep 27, 2023

    This is very much needed and will remove the need to give users portfolio settings and portfolio user access. This will help reduce the amount of settings a user has access just to simply add a bunch of new project users.

    When we get started with a project, we have Architects, Consultants, many Trades that we have to add and having them be importable into the project would be best.