FAQs in this section
Can I hide select fields from a user?
How can I add a new license (user) in Vtiger CRM?
Can I add Single App users as co-owners of records?
Can I add Light Agent users as Co-owners?
Can multiple users own a record?
How do I create(add) users?
How can I reactivate an inactive or suspended user?
Is it possible to change the password for all the users at the same time?
Who is a user?
Is every employee a user?
I already have an employee record for which I want to create a user record. Is this possible?
Is there a limit on the number of users I can have in my Vtiger account?
What are the types of users in Vtiger CRM?
How do I verify email addresses of users?
Why should I verify email addresses?
Can I change the username of a user?
How do I change my password?
Can I change the password of other users?
What is the Access Key in Users/My Preferences?
Where can I find the access key for web services?
How do I change the access key for web services?
Why is there as an option to log in as another user?
Can I log in as another user?
I need to set up something in the CRM for a colleague. Can I log in to their account?
A failure occurred when I was trying to import users.
Can I import users using the Import module?
Can I export users to my local computer?
Is it possible to change a CRM account's owner?
How do I know who is my CRM account owner?
Can I transfer account ownership to any user?
I don't see the option to transfer CRM account ownership.
What does it mean to suspend a user?
How do I suspend a user?
Can I delete a user?
Why am I not able to import the Single App and Light Agent users into the CRM.
How do I change the primary email address of a user?
How do I assign a role to a user?
How do I assign a profile to a user role?
Can all users delete records?
I am unable to create Light Agent and Single App users.
Can I import Single App users in the Sales Enterprise edition?
What is a Standard user?
What is an Admin user?
What is a Light Agent user?
What is a Single App user?
Can I transfer related records to any user when transferring the ownership of a contact or organization?
Can I transfer ownership to any user while suspending a user?
How do I identify users with different roles?
How do I give permission to export records to a user?
How do I give the permission to import records to a user?
How do I import users into the CRM?
Table of Contents
Follow these steps to import users into Vtiger CRM:
Note: Ensure you have saved the list of users (you want to import) in a CSV file on your desktop.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Users.
- Click the Import button located on top of the Users page.
- Upload the CSV file:
- Click Select File from Computer.
- Browse through your computer and select a file.
- Enable the Source file has a header checkbox if your CSV file has a header column.
- Choose the type of character encoding.
- Choose a delimiter. The delimiter separates items in the CSV file.
- Click the Next button.
- Set up field mapping:
- Map the fields in your CSV file to the CRM fields.
- Click the Import button.
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