Add User - Import

Access level: Firm Administrator

To Import Users into the Client Feedback Tool, take the following steps:

1.       Populate User Import Template provided

a.       Once you have entered user data, delete the top two header rows

b.       Save document as a .CSV file to desired location on your computer

c.       Go to CFT

2.       My Firm > Users / Security

3.       Select Import

a.       Select Choose File and select file from your computer

b.       Click Read File

4.       Select Choose File and select file from your computer

a.       Click Read File

5.       Confirm import information then Check box to Select / Unselect All

6.       Click Import

a.       Your users can now log into the Client Feedback Tool

Note: Best practice recommendations:

1.       Insert a generic password for each user on the .CSV file

a.       The same password can be used for all do not give this out

                                                                           i.      Ex. [Firm Acronym]YYYY!

b.       This allows each user to be an immediate full member in the Client Feedback Tool (rather than invited).

2.       Do not select to Notify user upon import

a.       Instead, provide new user(s) with the document / instructions: Logging into Client Feedback Tool First Time. This will walk the new user(s) through selecting a password of their preference.