Business · Users

User management

How to manage users?

User management

Event log export dates

Create users

* Required fields

When importing, you can assign a licence to each user. Licences must already be purchased: if none are left, the user is still created, but without a licence. Leave the PlanID column empty to import a user without a licence.

Codes to use in the PlanID column

  • EcoDEBASEDEBASE-Pshared mailbox
  • AdvancedCOMPLETCOMPLET-Pshared mailbox
  • ProCOMPLET2100COMPLET2100-Pshared mailbox
  • Pro, higher transfer volumeCOMPLET5000COMPLET7500COMPLET10000COMPLET15000COMPLET20000COMPLET25000

File columns

Every line has 7 columns, so 6 commas. Keep all the commas even when a value is empty — drop one and every column after it shifts into the wrong field.

Jean,Tremblay,jean.tremblay@example.com,,DEBASE,,no phone, no country code, no time zone — the commas stay

ColumnRequiredExampleAccepted values
FirstNameYesJeanLetters, spaces, apostrophes and hyphens. No digits, no symbols.
LastNameYesTremblayLetters, spaces, apostrophes and hyphens. No digits, no symbols.
EmailYesjean.tremblay@example.comA valid address. This is what identifies the user.
PhoneNo51455501017 to 15 digits. Spaces, dots, dashes and parentheses are allowed. Put the country code in DefaultSMSCountry, not here.
PlanIDNoCOMPLET2100One of the codes listed above, or empty for no licence.
DefaultSMSCountryNo+1Country dialling code, with or without the +. Required as soon as Phone is filled in; on its own it is fine.
UserTimeZoneNo(UTC-05:00) Eastern Time (US & Canada)A value from the “Time zone values” list. Wrap it in quotes when it contains a comma.

What breaks a file

  • A space before a quote: the whole file becomes unreadable.
  • Quotes around a value that does not need them. Only quote a value that contains a comma.
  • Digits or symbols in FirstName and LastName — the line is skipped.
  • An 8th column, for instance a comment: everything past UserTimeZone is ignored.
  • Saving as anything other than UTF-8: accented characters come out garbled. In Excel, choose “CSV UTF-8”.
Upload Your User List File
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