Group Administrator
Staffbase offers different types of user group to help you target content effectively. You can manually manage users for internal manual groups and open groups. For faster bulk management, you can import a CSV file to add or replace users in a group.
The CSV import function is not available for conditional groups, as these are automatically managed based on the conditions you configure.
Prerequisite:
- You have a CSV file containing only identifier values or email addresses of the users you want to add or replace.
- All users you want to add must already exist in the platform as a contact or a user.
- In the Studio, navigate to Users > Groups > the open or internal manual group to which you want to add users.
- Click the three dots to open the more options menu.
- Click Edit.
- Under the Members tab, click Import CSV.
The Import CSV dialog opens. - Under How should users be identified?, select one of the following:
- Email Address
- External identifier
- Under Import Type, select one of the following:
- Add new members from the file
- Replace all members
- Click Import CSV.
- Select the CSV file from your computer and click Open.
You have imported the members to the group.
If the upload fails, you can download the error report from the overview page. The error report lists which users could not be added.
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