Adding a user under admin Admin
Log in to your DrillBit account with Admin credentials, navigate to the Users section and click the + button to add a new user. Users can be added in two ways — individually or in bulk via CSV upload.
Add a single user
Click the + icon, select "Add User", then fill in the required fields — Name, Email, Expiry Date, and Allocate Documents. Optional fields include Department, Designation, and Phone Number. Confirm the creation when prompted.
Required fields: Name, Email address, Expiry date, and Allocate documents are mandatory. Department, Designation, and Phone Number are optional.
Add multiple users via CSV
Admin can add multiple users at once by uploading a CSV file. Download the template, fill in the required fields, upload it, review the preview, and submit.
CSV requirements:
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- Mandatory fields: Name, Email Address, Number of Submissions, and Number of Grammar Submissions.
- The CSV file must follow the specified format. Files with additional columns or formatting changes will not be accepted.
- An admin can add up to 100 users at a time using a CSV file.
- If email addresses are repeated, you'll be asked to remove duplicates before proceeding.