TLDR: The article explains how to add users to the Thirdfort platform either individually or via bulk upload for more than five users. For bulk upload, users create a .csv file with user details, including team names and roles like team_admin, team_creator, or team_viewer. The file is uploaded, mapped, checked for errors, and submitted. Added users receive an email to set up their accounts. This guide is for clients on the new CDD platform.
Adding Users
There are two ways to add new users to the Thirdfort platform: via bulk upload or individually.
Adding users in bulk
When you need to add more than five users to your organisation at a time, use bulk upload.
Use the left-hand navigation panel, select “Settings” and then “User management”.
Navigate to the Organisation page, which will have the name of your organisation at the top of the page. From the “Organisation dashboard” tab, select “Invite new users” from the “Quick actions” menu or from the “Organisation users” tab, click the “Invite new users” button.
Select the highlighted text “bulk upload” at the top of the pop-up. Download the bulk upload template by selecting “Click here to download a template with example data”.
What to include in your csv. file columns
- If you want to assign the users to a team, the “Team” column in the .csv must include the exact name of a team you have already created on the platform.
- To assign roles, the “Role” column in the .csv must include the type of role you want to apply to that user, for the team you have specified.
- For a Team Admin use: team_admin
- For a Creator use: team_creator
- For a Viewer use: team_viewer
Once you have created your .csv file, including your user data, upload this file by dragging it into the browser or clicking “choose a .csv file” and selecting the correct document from your device.
Use the data mapping tool to ensure your .csv column headers are correctly matched and select “continue”. If you do not want to specify teams or roles for the users, in the dropdown menu, select “unmapped”.
Check the data, resolve any errors, then select “Complete Upload”.
A message will appear with details of your upload and confirmation that your users have been successfully added to the platform. Selecting the “Go to users” button will take you to your organisation’s user list, where you can manage all of your users.
The users you have added to the platform will receive an email inviting them to set up their accounts on the Thirdfort platform.
Please note: If the new users you are adding require access to checks created in the previous platform, please contact Thirdfort Support.
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller.