Add Multiple Users at Once

4 min read  ·  For Admins
Owner Admin

As an Admin or Owner, you can import multiple users at once to quickly add them to SurePass, rather than adding them one by one. The process involves a few simple steps - you'll download a template (or use one of your own), fill it in, and upload the completed file.

Navigate to the Users Page → click New User dropdown → click Add Multiple Users → download and fill in the template → upload and confirm.

Step 1: Prepare Your CSV File

  1. In the Admin Dashboard, navigate to the page - User.
  2. Click the New User drop down menu.
  3. Click the "Add Multiple Users" button.
  4. Click the Download Template button to download the spreadsheet you will edit.
Important: You are not required to use the SurePass template. If you have your own skip step 4 and 5.
  1. Fill in the User Spreadsheet template using the field reference below for what each column requires.
  2. When your file is complete, Save it as a CSV so it can be uploaded correctly

User Field Reference Column Guide

Field Required? Notes
first_name ⚠ Required User's legal first name — used for verification.
last_name ⚠ Required User's legal last name — used for verification.
email ⚠ Required Must be an work or organization email address. Personal email addresses will not work.
armed_permission ⚠ Required Enter YES or NO for every user.
role ⚠ Required Determines the user's permission level in SurePass.
title Optional The user's title within your organization.
rank Optional Law enforcement only — used as part of the verification process at SurePass checkpoints.
badge Optional Law enforcement only — used as part of the verification process at SurePass checkpoints.

⚠️

Personal email addresses will not work. Only use email addresses associated with your organization for each user.

ℹ️

Need help with designations or roles?

Step 2:  Upload Your Spreadsheet

  1. From the Admin Dashboard, scroll down to the bottom of the Add Multiple Users instructions screen.
  2. Click choose file to Drag and drop or Upload your user spreadsheet. The maximum file size is 20MB.
  3. You are able to Map Columns if your columns don't completely match. After mapping click next.
  4. If your CSV has any issues, you will see which rows are affected and what needs to be corrected. Fix these errors and click Submit.
The dark red squares signify error
  1. If your Users were upload a messaging saying Imported in green should appear next to the user columns.
Imported success screen
  1. From there you see the next steps and are able to Manage Photos.

Once uploaded, all imported users will be available to edit in the Users view of the Admin Dashboard.

Still need help? Contact Us Contact Us