Telecrm Admin LMS

If you need to add multiple users, adding them one by one can be a tedious task. The good news is that telecrm allows you to add multiple users at once using an Excel file, making the process quick and efficient.

Let’s review the sample Excel file used for uploading users.

Columns in the file:

Name | Email | Role | Manager Email | Phone | Permission Template

Each row in this Excel sheet represents a single user.

In the Name column, enter the user’s name.

In the Email column, enter the email address the user will use to log in to telecrm.

In the Phone column, add the user’s phone number.

In the Role column, specify the user’s role within telecrm.

Only the following roles are supported:

• Admin
• Manager
• Caller
• Marketing User

For users assigned the Caller or Manager role, you can also fill in the Manager Email column. This should contain the email address of the person they report to.

Note: A manager will have visibility into all leads and activities of their reportees.

If the manager’s email is not available, you may leave this column blank.

Finally, enter the Permission Template that will be assigned to the user. This field is required.

Important Points

1. Ensure there are no spelling mistakes in email addresses, roles, or permission template names.
2. If you are using a manager–caller reporting hierarchy, a user cannot be assigned to multiple managers.
3. Each user must have a unique email address.

Steps:

Now let’s understand the process of adding users using Excel.

1. From the telecrm web application, go to Settings and select Users.
2. On the Users page, click Add User and choose Add from Excel.
3. On the Bulk Upload Users page, download the sample Excel file.
4. Update the Excel file according to the downloaded format.
5. Upload the updated Excel file. The system will automatically map the fields.
6. Click Next and review if there are any errors. If there are no errors, proceed with the upload.
7. Once the upload is complete, the users will be successfully added.
8. To assign licenses in bulk: Select the free users in bulk from the Users list. Apply the Pro license available in your workspace to the selected users.

And that’s how you can easily add multiple users in telecrm using an Excel file. This method helps you save time and manage user onboarding efficiently, especially when you need to add many users at once.

In the next video, we’ll learn how to add a single user from the mobile app in telecrm. Stay tuned!