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 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
- Permission Sets
- Department
- Assigned View
Steps
- From the left navigation bar, go to
Settings > User Management > Users.
- 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.
- To import users in Salesforce, click Import Salesforce users, select the users to add, and 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.