How do I import multiple users?

1. Log in to your Policy Passport profile

2. Click "Admin"

3. Click "Quick Actions"

4. Click "Import People"

5. Give your import a name

6. Do NOT click "overwrite data"

7. Click "Next"

8. Optionally, download a template

9. Choose a file to upload

10. Ensure the excel file passes the analysis stage

11. Click "Next"

12. Have a look at any potential warnings and errors that might appear

13. Click "Download report"

14. Inside of the report you will see a "Status" and "Note" column

15. Click "Finalise"

16. Click "View batch"

17. Select all users

18. A notification banner will appear

19. Click "Actions"

20. Click "+ Create New List"

21. Give your list a name

22. Click "Save"

23. Click "Assign"

24. Choose a group to assign the users to

25. Click "submit"

26. A notification banner will appear indicating that the assignment is being processed