Adding your Users into Optix is easy and can be done by importing information, and in this case, bulk uploading User information from a spreadsheet. Follow the instructions below to import your existing Users.

1. Click Users from the left-hand menu

2. Click the Add user button in the top right corner

3. Click Bulk upload from a file

4. Click Download template CSV file

5. Complete the user template and save as a .CSV file

  • To ensure data is uploaded correctly, do not add or remove any columns from the template CSV file

  • Name and email address are the only fields that are required to create a user account within Optix

6. Click Upload your completed .csv file

7. Review any errors

8. Click Import Users to complete the upload

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