Add New Users in Bulk to Demandbase

Context

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

• Import 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 Administrative 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.
   
   
   • To import users in Salesforce, click Import Salesforce users, select the users to add, and click Import.
     
     
   • To import users from a CSV file, click Import users, click Browse to select the file, and click Import.
     Tip: Click Download .csv template to download a file with the required columns.
     
     

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.