ScreenSteps

Add or Modify Users in Bulk Using CSV Upload (Including Adding Remote Users)

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Step 1: Fill out CSV file

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Download this template and follow the instructions

Download this CSV Template
RemoteScreenStepsUsersCSVTemplate2025.csv87 Bytes
Download 
Review Columns

The file will have the following values on the first line:

RemoteScreenStepsUsersCSVTemplate (2)
Update Fields with Correct Information

Here are some things to be aware of when creating your file:

  1. Users will be uniquely identified by their email address.
  2. Put true in the third column (RemoteUser).
  3. If you want to associate a user with multiple groups then place a comma between each group name and place quotes around all of the group names as a whole. Example: "Group 1,Group 2"
  4. For the Role column you can use admin, contributor, reader, or api_access
  5. The FirstName and LastName columns are optional.

Download this template and follow the instructions

Download CSV Template
ScreenStepsUsersCSVTemplate2025.csv53 Bytes
Download 
Update Fields

The file will have the following values on the first line:

The subsequent lines in the CSV file will contain the information for each user you want to import or update. Here are some things to be aware of when creating your file:

  1. Users will be uniquely identified by their email address.
  2. If you want to associate a user with multiple groups then place a comma between each group name and place quotes around all of the group names as a whole. Example: "Group 1,Group 2"
  3. For the Role column you can use admin, contributor, reader, or api_access
  4. The FirstName and LastName columns are optional.

Import the CSV file of your users

Account > Users

Click Import Users

Users | ScreenSteps

Upload a CSV file

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Congratulations, you are done!
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