Manage Users

You can import a list of users into Spendgo using the Import Users feature. By uploading the required information in CSV format, you can import user settings, SMS schedule limitations, and store permissions. You can also use this operation to update users, using their email as the unique identifier.

Things to Know

• You must be a Dashboard Admin user to import Dashboard users.

• Your CSV filemust contain all the columns specific to the operation you are performing. Do not edit the column labels and make sure your file extension is .csv.

• Ensure your files do not include any duplicates. The User email must be unique.

• When opening a Downloaded CSV Report file of your users from the Dashboard in Excel, it's often better to import the data rather than directly opening the file. This allows you to specify the correct encoding (UTF-8) and delimiter settings.

• Be cautious when saving CSV files from Excel, as it may change the encoding to a non-UTF-8 format. If possible, use "Save As" and explicitly choose "CSV UTF-8 (Comma delimited) (*.csv)". Excel may sometimes reformat your file during the saving process, so it's advisable to check your .csv file in a text reader to verify that the rows intended for import are properly formatted. If certain rows fail to import, it could be due to either corrupt data or incorrectly formatted rows.

• When importing users, they can only be given permissions to stores with an “open” status.

Formatting Your File

Download a sample CSV file

The following explains the column requirements:

• First Name - user’s first name

• Last Name - user’s last name

• Email - user’s email (this must be a unique Dashboard email)

• Password - user’s minimum 8-character password. Password should contain once capital letter, one small letter, 1 number and 1 special character.

• User Description - user’s description can be used as an identifier, such as “AZ Franchisee”

• Role - values must match exactly one of the following options:

  • Admin

  • Marketing Manager

  • Customer Support

  • Tech Support

  • Franchisee - Insights

  • Franchisee - Insights & Support

  • Franchisee - Insights & Marketing

  • Franchisee - Insights, Support, & Marketing

  • Employee (limited access to Spendgo lite only)

• Store List - a semi-colon separated list of open store names (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: San Francisco; Reno; Dallas; New Orleans; Atlanta; New York

• Send Limit Per Day - the maximum number of SMS messages the user can schedule within a day.

• Send Limit Per Month - the maximum number of SMS messages the user can schedule within a calendar month.

• Billing Status - leave blank, this is auto-generated in reports.

• Timezone Display Preference - values must match exactly one of the following options:

  • America/Los Angeles

  • America/Chicago

  • America/Denver

  • America/New York

  • America/Phoenix

  • America/Puerto Rico

  • America/Guam

  • US/Hawaii

  • UTC

Import Users

1. Navigate to Settings / Users.

2. Click the Import Users link.

3. Drag and drop or select your formatted CSV file for import.

4. Click Import button.