Import Dashboard Users

Navigate to Settings / Users.
Click the Import Users link.
Drag and drop or select your formatted CSV file for import.
Important: Ensure your file follows the Formatting Your File guidelines.
Click Import button.

Formatting Your File

Please follow these file formatting header rules before uploading your Inventory:

First Name	Last Name	Email	Password	User Description	Role	Store List	Send Limit Per Day	Send Limit Per Week	Send Limit Per Month	Billing Status	Timezone Display Preference
Edie	Thomas	edieadmin@spendgo.com	Welcome@123	Admin User	Admin	20001	1	2	4	Good Standing	UTC

Your file must be in a comma-separated value (CSV) format. We recommend saving as a UTF-8 file to preserve any special character formatting.
Ensure your files do not include any duplicates. The User email must be unique.
Headers should always be present. The column headers are:
- First Name — The user’s first name
- Last Name — The user’s last name
- Email — The user’s email (this must be a unique Dashboard email)
- Password — The user’s minimum 8-character password. Password should contain once capital letter, one small letter, 1 number and 1 special character.
- User Description — The user’s description can be used as an identifier, such as “AZ Franchisee”
- Role — The values must match exactly one of the following options. Learn more about Dashboard User Permissions:
  - Admin
  - Customer Support
  - Developer
  - Employee - Lite
  - Employee - Profile & Lite
  - Franchisee - Insights
  - Franchisee - Insights & Lite
  - Franchisee - Insights & Support
  - Franchisee - Insights & Marketing
  - Franchisee - Insights, Support, & Marketing
  - Franchisee - Insights, Support, & Lite
  - Marketing Manager
  - Tech Support
- Store List — A colon ( : ) separated list of open store numbers (these must be entered exacty as they are stored in the Spendgo system, navigate to your Settings / Store page for reference). Store permissions can be set for all role types except Admin roles where all stores are permitted. If no stores are specified, the user will have permissions to all stores.
  - Example: 20001:20002:20003:20004:20005
- Send Limit Per Day — The maximum number of SMS messages a Franchise User can schedule within a single day. This setting applies only to accounts with the Local Store Marketing (LSM) feature enabled. If LSM is enabled and this section is left blank, the limit will default to 1 send per day. Disregard if your account does not have use LSM.
- Send Limit Per Week — The maximum number of SMS messages a Franchise User can schedule within a week (Sunday to Saturday). This setting is only applicable for accounts with the LSM feature enabled. If this section is left blank, the limit will default to 1 send per week. Disregard if your account does not have use LSM.
- Send Limit Per Month — The maximum number of SMS messages a Franchise User can schedule within a calendar month. This setting applies only to accounts with the LSM feature enabled. If this section is left blank, the limit will default to 1 send per month. Disregard if your account does not have use LSM.
- Billing Status — Leave blank, this is auto-generated in reports.
- Timezone Display Preference — The values must match exactly one of the following options:
  Note: this feature currently has no impact on the display.
  - America/Los Angeles
  - America/Chicago
  - America/Denver
  - America/New York
  - America/Phoenix
  - America/Puerto Rico
  - America/Guam
  - US/Hawaii
  - UTC