Training Vignette: Importing Users Using a CSV file Follow Articles in this section PDF: OnBoard Web Administrator's Guide Article: OnBoard Master Permission List Article: Working With Meetings: Creating, Copying, and Deleting Meetings Article: Working With Meetings: Creating/Managing the Meeting's Agenda and Uploading Documents Article: Working With Meetings: Managing Meeting and Agenda Permissions Article: Working With Meetings: Meeting Visibility States Article: Working With Meetings: Meeting Downloads and Meeting Settings Article: Working With Meetings: Archiving Meetings Article: Creating and Managing eSignatures Article: Editing Another User's OnBoard Profile See more Training Vignette: Importing Users Using a CSV file Matt Holmes Updated December 30, 2019 19:10 Follow Article Attachments: OnBoard Import Template.csv 161 Bytes Download CSV Import from PassagewaysTV on Vimeo. OnBoard Import Template.csv 161 Bytes Download Related articles Training Vignette: Removing Users From Your Organization PDF: Administrator One-Page Quick Reference Guide PDF: OnBoard Web Administrator's Guide Training Vignette: Creating and Managing Groups in OnBoard Training Vignette: Using the Import Agenda Feature Comments 2 comments Sort by Date Votes Carmen Somarriba May 05, 2016 16:40 Could I add individual users without having the use the CSV file? Thank you. 0 Comment actions Permalink Aaron Jozwiak May 05, 2016 16:47 Carmen, Yes, you can add individual users with using a CSV file. On the User List page, do the following: - In the field where it says "Filter or Invite Users", type in the new user's name- This will show a drop down below the field that says "Invite User Name" with User Name being the name of the person you're inviting- Click on "Invite User Name" and this will open up a small pop up window that will ask you for: - First Name - Last Name - Email Address- Once you've filled that information out, click on the Invite button. This will send out an email invitation to the new user. 0 Comment actions Permalink Please sign in to leave a comment.