Sage Intacct Paperless Administration > Global Settings > Users

This Import Utility enables clients with large numbers of employees to import them as a group instead of manually adding them individually.

A predefined User Import Template form is available for you to complete with your employee information. The data you enter in this template will systematically populate the User Information grids of the GENERAL tab in Global Settings, Users.

GlobalSettingsUsersImportUtilityUserImportTemplate-mh

First Name	Enter the employee's first name. This is a required field.
Last Name	Enter the employee's last name. This is a required field.
Email	Enter the employee's email address. This is a required field.
Phone Number	Enter the employee's telephone number.
Text Phone Number	Enter the employee's cell phone number where they can receive alert text messages.
System Admin?	If this employee should have system administration rights, enter Y. If this employee should not have system administration rights, enter N.
DocRoute™ Role	Use the field dropdown to select the employee's DocRoute™ module role. Select from Processor or Supervisor. Note: If your company does not subscribe to DocRoute™, this column will not display.
Greenlight CM™ Role	Use the field dropdown to select the employee's Greenlight™ module role. Select from Compliance Mgr, Job Level, Auditor or Portal User. Note: If your company does not subscribe to Greenlight™, this column will not display.
eCapture™ User	If this employee is an eCapture™ user, enter Y. If this employee is not an eCapture™ user, enter N. Note: If your company does not subscribe to eCapture™, this column will not display.
eForms™ User	If this employee is an eForms™ user, enter Y. If this employee is not an eForms™ user, enter N. Note: If your company does not subscribe to eForms™, this column will not display.

1.From Global Settings, click Users and then click IMPORT.

GlobalSettingsImportUsersdialog-mh

2.If you click SELECT FILE because you are not using the User Import Template form, use the Delimit Columns With and the Delimit Text With field dropdowns to appropriately identify the column delimiter characters.
If you click DOWNLOAD STANDARD IMPORT FILE, you will be using the User Import Template form. Keep the Delimit Columns With default (Comma) and the Delimit Text With default (None).

3.Click START IMPORT.