Add staff to Record Manager

You can add one or more staff members to Record Manager by creating a CSV file with their details. Once you add staff members to Record Manager, they will receive an email prompting them to sign in.

To add staff to Record Manager:

1. In Record Manager, select the User Account icon > User Management.
2. In the User Manager page, select Import Staff.
3. Select Download Staff Import Template to download the template CSV file.
4. Open the template in your CSV editor and enter each staff member’s email address and full name.
5. Remove the header line, then save your CSV file.
   
   

     Example

   
   Image 1: Example of a correct CSV file.

6. In the Record Manager Staff Import page, select Choose File, then select the staff CSV file you created.
7. Select Upload.
8. A status message will display the number of staff added and confirm that Record Manager sent them an email. It will also indicate if any user already exists or couldn’t be added.

Image 2: Status message showing the successfully added user.