Users can be imported into Beacon via a .csv file, eliminating the need to add users individually.

  1. Navigate to Admin > Organization > Users.
  2. Click on the  button.

  3. Click "Template" to download the UserImportTemplate.csv file.
  4. Fill out the UserImportTemplate.csv, referencing the below chart for any questions. 
    1. Note: Do not delete any columns, even if they are not filled out, doing so will prevent the import from completing correctly.
ColumnEligible ValueNote
Email address*
TextRequired; Confirmation email will be sent to this email
First Name*TextRequired
Last Name*TextRequired
Scope*TextRequired; Must match a scope defined within your organization
Department*TextRequired; Must match a department defined within the current site
ShiftTextRequired if shifts are enabled; Must match a shift defined within the current site if shifts are enabled
Layer (LPA only)*'L1(Supervisors)'/'L2(Managers)'/'L3(Executives)'Required; Must match a layer defined within the current site; Provided values are defaults, Reference Admin > Organization > Layers to ensure these match
Role 1*'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry'Required; Must match a role defined in Beacon
Role 2 (optional)'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry'Optional; Must match a role defined in Beacon
Role 3 (optional)'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry'Optional; Must match a role defined in Beacon
Role 4 (optional)'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry'Optional; Must match a role defined in Beacon
Role 5 (optional)'OrgAdmin'/'SiteAdmin'/'AuditAuthor'/'Auditor'/'Manager'/'DataEntry'Optional; Must match a role defined in Beacon

5. Save the file as a CSV UTF-8, then browse to and upload the file to import the users.

Note: Use this page to upload excel files in old format. How to Import old excel files to Beacon