Add Users in Bulk

To facilitate onboarding, you can add up to 500 users at a time to the Admin Console even without knowing the licenses users will need.

If you know how licenses should be assigned and you want to assign them in the same step as adding users, see Assign Licenses in Bulk instead.
Adding users without assigning licenses creates users in the Admin Console but reserves the task of assigning licenses for another time, and if needed, for someone else.

The downloadable template helps simplify the process. When you upload your user list, the Admin Console will give you the chance to correct any invalid email addresses or invalid roles.

To add users in bulk in the Admin Console:

  1. In the left pane, select Users.
    The Users screen opens.
  2. Select Add Users.
    The Add Users window opens.
  3. At the bottom of the window, select Upload CSV instead.
  4. Select Download CSV template.
    The sample file downloads to your device.
  5. Navigate to the CSV file and open it using your preferred spreadsheet or text-editing application.
  6. Using the on-screen guidelines, fill out your spreadsheet or text file and save it.
    Tip: If you opt to enter role names:
    • Role names are case sensitive.
    • Don't use quotes.
  7. Drag and drop the file into the Admin Console or select Browse to select the file.
    A pop-up indicates the number of users added successfully.
    Note: If any errors are detected, select Review errors and follow the prompts to address each one.
  8. Select Done.
What happens next:
  • A new row appears for each user in the Users screen of the Admin Console with status Pending.
  • Each user receives an email inviting them to set up their Trimble ID, or if they already have one, an invite to join your account.
  • Once a user has set up their Trimble ID and accepted the invite to your account, the Admin Console displays the user's first and last name and updates the status to Active.
If you want to remind a user to create their Trimble ID, or to accept the invite to your account, select Resend invite next to their name on the Users page.