How to import users into Panaya?

In order to define multiple users simultaneously, you can import a list of users using an MS Excel spreadsheet template as described below. 

Good to Know!
You can import new or update existing users using this method

  1. Use the Setting button to open up the Settings panel, then select Users


     
  2. Select to Import from Excel
  3. Download the template
    This is the Excel spreadsheet template where you would need to fill in the details for each user.
  4. Fill in the user list as it appears in the downloaded template.
    You can select from Predefined Roles 
    To learn more about how to customise Roles, click here
  5. Browse and select the filled template XSL file.
    Select the relevant project/s for those users.
  6. Click Import Users