How to Create a User List for AccuEd Connect

Create a spreadsheet on Google or Excel with the necessary fields as headers in the specific order.

First name, Last name, Username, Password, Email, Role, Location, Department, and Title. 

The columns for Username, Password, Department, Title, and Location  can be left empty, but ensure they still exist on the sheet. the sheet must be "A" through "I"

1. First name/Last name

   -    Names must be in putted correctly and in their formal form to ensure security and verification

2. Username

   -    Does not need to be filled out but the column must exist in the sheet

3. Password

   -    Does not need to be filled out but the column must exist in the sheet

If you choose to fill the Password column, the Password must be at least eight characters long

4. Primary Email

   - Please be careful to enter the User's Email correctly to ensure security and verification

5. Role - Your "Role" dictates your privileges on the site.

   -    Users - Specifically there for training

   -    Report Manager - Can participate in Training and see reports on course status

   -    Administrator - Can participate in Training, view Reports, and can assign Courses, Groups, and etc.

6. Location, Department, and Title refer to the three "umbrella" Group Types you have access to on the site.

   - Does not need to be filled out but the column must exist in the sheet

   - When you make a Group under a specific type, you can use that Group to sort people on your site. Filling in a "Group" name under any of the types on your sheet will automatically add those users to the Group, no matter if the Group had been already created or not.

EXAMPLE:

If you enter 'Bus Driver' under any of these columns, users listed under that group will automatically be added to the 'Bus Driver' group on the site.

 

7. Download the sheet into a “CSV” or “XLSX” format.

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To upload your finished User List click here: Upload-User-List

If you require any help with this process please email support@accutrain.com for further assistance.

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