This article covers the bulk upload option for adding large numbers of users/clinicians/staff to your Enterprise platform.
Last Updated: Jan 2023
FAQ's
- Who does this help article apply to?
- This article applies to Administrators of Enterprise platforms.
- Not sure what plan you are on?
- Click here to learn more.
- Can I do the upload myself?
- No. At this stage, we need you to supply the user's details on our Excel spreadsheet template, and we will do the upload.
- Can I ask for a specific date and time for the upload?
- Yes. The important part of this process is the sending of the account activation email invitations to the users. We can withhold the sending of the email until a date and time that is suitable for you.
On this page:
- What is a bulk-upload?
- What is the minimum number of users needed for a bulk upload?
- How do I request a bulk upload?
- How does it work?
- More support options.
What is a bulk upload?
If you have a quantity of staff/clinicians/users (henceforth Users) to add to your Coviu platform, a bulk upload might be a useful option for you.
We will supply you with our Excel spreadsheet template into which you can add all of your users. We'll ask you for their first name, surname, a preferred name (optional) and their email address. We'll also have a chat about their role and which clinic they belong to.
What is the minimum number of users needed for a bulk upload?
There is no hard and fast number however, you might find that it is quicker to manually add users up to a certain number e.g. less than 15 users.
Click here if you would like to learn how to manually add users to your clinics.
How do I request a bulk upload?
Have a chat to your Coviu Account manager. They will provide you with the Excel spreadsheet template and coordinate the upload and release of the account creation email invitations with you.
How does it work?
Our initial discussion will inlcude setting a date and time (AM/PM) for releasing the email notification to the users to let them know they can access their account. From there we follow this process:
- You email the completed spreadsheet back to your account manager.
- Our Support Team will upload the spreadsheet into your platform.
- Doing so immediately creates an account for those users in the clinic that they are nominated to.
- On the agreed date and time, our Support team trigger the welcome emails.
- Your users can click the button in the email to access their account and commence using the platform.
TIP: If you are a new customer to Coviu, this process is generally timed within the overall onboarding and implementation of your platform. The release of the invitation emails often coincides with the training of your clinicians.
More support options.
You have completed another Coviu help article. You now know how to request a bulk upload for your Enterprise platform.
If this is not what you were looking for, explore our knowledge base and search for another article from here.
If you still require any assistance, please do not hesitate to get in touch with our friendly Customer Success team using any of the contact methods available here.
Author: KM