NetAsset Training Module 2 · People and access Course home ← Add a user and grant access

Module 2 · Lesson 2Add users in bulk — the firm user template

Not started

Sample dataSelect a client...⚙

Firm Admin Switch Firms Firm Bulk Actions Bulk Import History Sign Out

Home \ Firm Admin \ Firm Bulk Actions CSV

Bulk Actions

Import New Clients

Use this option to add brand-new clients that do not yet exist in the system. If any of the uploaded Client IDs already exist, the import will be rejected to prevent accidental updates. Use this option only for creating new clients.

Import New Assets

Use this option to add brand-new assets that do not yet exist in the system. If any of the uploaded Asset IDs already exist, the import will be rejected to prevent accidental updates. Use this option only for creating new assets.

Import New Users

Use this option to add brand-new users that do not yet exist in the system. If any of the uploaded User IDs already exist, the import will be rejected to prevent accidental updates. Use this option only for creating new users.

Upload a File

Drag and Drop FilesSupported formats CSV or ZIP

Your Firm

Primary Information

Name *Your Firm

Firm IDZ000000000000DEMOF

Users User Access

Name	Email	Status

Primary Information

First Name *

Last Name *

Email *

Firm

Additional Information

Title

Business Phone

Street

City

State

Zip Code

Country

Access

Edit	Role	Account	App	Dates

Bulk Upload History

⚠

Failed0

✓

Success0

File ID	File Name	Upload Type	Created On	Created By	File Status	Error Count

Sample data — every firm, client and person in this replica is invented. Nothing here is a live record.

File Upload Error Log

Uploaded File Name

Upload TypeUser

Upload Date

Uploaded By

File Upload Error Log Retry History Log

Error ID	Column	Row Number	Errored Text	Error Message