Add New Users in Bulk to Demandbase

  • Updated


You can use the following options to add users in bulk in Demandbase:

  • Import Standard users from Salesforce
  • Import users from a CSV file

Tip: You can also add users individually. See Create and Manage Users



  1. From the left navigation bar, go to Settings_N.png Settings > User Management > Users.
  2. From the Users page, select one of the following options to add users.
    Users Window.png
  3. To import users from Salesforce:
    • Click Import Salesforce users, select the users to add, and click Import.
      Important: Only Standard users can be imported from this page. If you don't see users you want to import, check that their user type is set to Standard.
    • To send a Welcome Email to the new user(s), select Yes. Click Confirm
      Screenshot 2023-02-06 at 11.26.49 AM.png
  4. To import users from a CSV file:
    • Click Import users and click Browse to select a file or drag and drop a file. 
      Tip: Click Download .csv template to download a file with the required columns.
    • To send a Welcome Email to the new user(s), select Yes. Click Import.
      Screenshot 2023-02-06 at 11.27.18 AM.png


Added users can now access Demandbase.

  • Demandbase assigns users from Salesforce the General User permission set.
  • For users imported from a CSV file, the areas of Demandbase they can access are based on their assigned permission sets.

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