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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
    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.