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 direct CSV import, follow these steps:

1. Open the app Administration.

2. Open the menu item User Management > Users.

3. Click Invite.

   

4. Select via direct 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.

   • Enter the personal data such as Email Address, Salutation, First Name, Last Name, Department, Phone and Fax.
   • In the column Invitation Language Code, enter in lower case the official language code of the language in which the invitation is to be sent to the users, e.g. "en". The default language is English.
   • In the column Reference User (Email Address), enter the email address of an existing user in your company, if required. The invited users will then be assigned the same services, organizational units, and additional menu items that the reference user has.
   • In the column Assign Admin Rights (0/1), enter "1" if you want to assign admin rights to the corresponding user and "0" if you do not want the user to have admin rights.

7. Save the completed CSV file.

8. Return to the invitation screen in the app.

9. In the section CSV Upload click Upload and upload the completed CSV file.

10. Click Import.

Find more information here:

> Resending invitations to users