There are different ways to invite users to the SEEBURGER Customer Portal. You can get an overview of all options here:

> Inviting users to the SEEBURGER Customer Portal

To invite new users to the SEEBURGER Customer Portal via extended CSV import, follow these steps:

1. Open the app Administration.

2. Open the menu item User Management > Users.

3. Click Invite.

   

4. Select Via Extended CSV Import.

5. In the section CSV Upload click Download CSV Template to get a correctly formatted file template.

   Information: You can edit, save and upload this template.

6. Open the CSV template and enter the personal data of the users into the columns.

7. In the section CSV Upload click Upload and upload the desired CSV file.

8. Specify the invitation details.

   • In the field Invitation language, select the language in which you want the invitation email to be written. The default language is English.
   • Select the email address of an existing user in the field Reference User, if needed. The registered user is then assigned the same access rights and organization units that the reference user has.
     Information: If the selected reference user has administrator rights, then the checkbox in the field Assign administrator rights with invitation is activated.
   • If needed, remove the check mark in the field Assign administrator rights with invitation if you do not want to assign administrator rights to the invited user.
   • If needed, set a check mark in the field Assign administrator rights with invitation if you want to assign administrator rights to the invited user.

9. Click Next to switch to the next step Assign Services.

   Note: The step Assign Services is only displayed if you have already booked one or more services. If you have selected a reference user, the services assigned to this user are already displayed in the column Assigned on the right.
   • If needed, select additional services.
   • Assign the service(s) to the user using the arrow key.

10. Click Next to switch to the next step Assign Org. Units.

    Note: The step Assign Org. Units is only displayed if you have already created one or more organization units. If you have selected a reference user, the organization units assigned to this user are already displayed in the column Assigned on the right.
    Information: Organization units can be used to group together users or departments of a company for whom a certain task area is relevant or who have certain permissions.
    • If needed, select additional organization units.
    • Assign the organization units to the user using the arrow.

11. Click Next to switch to the next step Assign Additional Menu Items.

    Note: If you have selected a reference user, the additional menu items assigned to this user are already displayed in the column Assigned on the right.
    • If needed, select an role.
    • Assign the roles using the arrow.

12. Click Finish.

Find more information here:

> Resending invitations to users

> Setting up organization units