Add New Users in Bulk to Demandbase

  • Updated

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:

Steps

  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

    • To import users in Salesforce, click Import Salesforce users, select the users to add, and click Import.
      Import_Salesforce_Users.png

    • 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.
      Import_CSV_Users.png

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.

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