You can add, edit, or delete multiple users in bulk. To perform bulk operations, you first need to download the bulk user template from the Users page in Application Center Administration. The dynamic Excel template is based on the features assigned to the customer.

Using the bulk user template, you can add a maximum of 5000 users at once.

Bulk user template

The bulk user template is a Microsoft Excel spreadsheet that is pre-populated with column data that corresponds to the user fields supported by Application Center Administration. You must download the bulk user template using Application Center Administration.

The bulk user template contains the Core User tab, where you need to add basic information about users, such as Login ID, Account Hierarchy, Last Name, and First Name.

For users to view real-time reports, ensure that you include the required information in the bulk user template such as Roles, Member Of, and Owned Groups. You must create the groups before they can be assigned to users. For more information about reporting agents groups, see Groups for agents to view Real-Time reports.

The bulk user template also contains the following Feature tabs in addition to the Core User tab:

• Matching

• Hybrid Voice

• Chat

• Email

• Chat and Messaging

• Recorder

• Voice

The feature tabs displayed in the Excel sheet vary, corresponding to the features assigned to the customer. For example, if the customer only has the Chat and Messaging feature as part of their Account, only the Chat and Messaging tab is displayed in the sheet.