Add New Users in Bulk to Demandbase

Context

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. 

Prerequisites/Preparation

• You must have Admin privileges in Demandbase.
• For Salesforce imports, set up the Demandbase Salesforce Integration.
• For CSV imports, the file must contain the following required columns:
  • Name
  • Email
  • Permission Sets
  • Department
  • Assigned View

Steps

1. From the left navigation bar, go to Settings > User Management > Users.
2. From the Users page, select one of the following options to add users.
   
   
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. 
     
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.
     
     

Outcome

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.