Import Users & Groups

The following operations are supported from the import function:

• Inviting users to a project

• Updating user roles

• Adding users to Groups

• Creating new Groups

Setting up the spreadsheet

To use the import function, your spreadsheet must contain the following columns with the exact spelling listed:

• User email, User group(s), Role

Step 1: Set up the spreadsheet

1. Create a new Excel file.

2. Create columns with the following headers (with the exact spelling listed):

   1. • User email, User group(s), Role

3. Fill out the spreadsheet

   1. • Only the User email column is mandatory for successful import.

      • If the Role column is left blank, the user will be invited with the role of User; Supported variables are User or Admin

      • If the user email does not match an existing project member, they will be invited/added to the project during the import process

      • To import a single user to multiple groups, separate the group names by using a semicolon ";".

      • If the group does not exist in the project, it will be created during import

Step 2: Import the Excel file

1. Open your project Trimble Connect for Browser.

2. Go to the Team page.

3. Click the overflow menu at the top of the right side of the page.

4. Select Import from Excel.
   The Import Excel as Team in dialog box opens.

5. Click Browse to select the Excel file.

6. Select your file. Click Open.

You can change the user’s role or add them to groups using the Import function. Note: It is not possible to remove users from the project or remove them from a group using this process.

Step 1: Set up the spreadsheet

1. Create a new Excel file.

2. Create columns with the following headers (with the exact spelling listed):

   1. • User email, User group(s), Role

3. Fill out the spreadsheet

   1. • Only the User email column is mandatory for successful import.

      • Change the user role by adding User or Admin under the Role column. If the role does not match their existing role in the project, it will get updated accordingly

      • To import a single user to multiple groups, separate the group names by using a semicolon ";".

      • If the group does not exist in the project, it will be created during import

Step 2: Import the Excel file

1. Open your project Trimble Connect for Browser.

2. Go to the Team page.

3. Click the overflow menu at the top of the right side of the page.

4. Select Import from Excel.
   The Import Excel as Team in dialog box opens.

5. Click Browse to select the Excel file.

6. Select your file. Click Open.

You can change the user’s role or add them to groups using the Import function. Note: It is not possible to remove users from the project or remove them from a group using this process.

Step 1: Set up the spreadsheet

1. Create a new Excel file.

2. Create columns with the following headers (with the exact spelling listed):

   1. • User email, User group(s), Role

3. Fill out the spreadsheet

   1. • Only the User group(s) column is mandatory for successful import.

      • If you are only creating new groups, leave the User email and Role columns blank

      • If a group with the same name already exists in the project, it will be skipped during import

Step 2: Import the Excel file

1. Open your project Trimble Connect for Browser.

2. Go to the Team page.

3. Click the overflow menu at the top of the right side of the page.

4. Select Import from Excel.
   The Import Excel as Team in dialog box opens.

5. Click Browse to select the Excel file.

6. Select your file. Click Open.