Importing Users

As a MiCloud Administrator, you can save time adding users to your account by using the provided spreadsheet to import a group of users.

For information about adding users individually, see MiCloud User Setup.

Downloading the Template File

When importing users, it is recommended that you download and use the template file provided in the MiCloud Account Console.

1. In the Account Console menu, click Users & Locations, and then click Users.
2. In the page that opens, click Quick Actions and then click Add Multiple Users.
3. In the Import Users dialog, click the link to download the spreadsheet template.
4. Follow the prompts to open or save the template file.

Preparing the Template File

The following table describes the data to include in each column for each user you want to import:

Column Header	Data
FIRST NAME	Enter the first name of the user.
LAST NAME	Enter the last name of the user.
LOCATION	Enter the name of the location to assign the user to. NOTE: This field is optional; if left blank, the user will be assigned to the first location created for your account.
MOBILE PHONE	Enter the mobile phone number for the user. NOTE: This field is optional.
EMAIL	Enter the business email address for the user.
USERNAME	Enter the username for the user. NOTE: This is typically the same as the user's business email address and must be unique within the MiCloud system.
ROLE	Enter the role to assign to the user: User Billing Admin Full Admin NOTE: If this field is left blank, the user will be assigned the role of user.

Importing the List of Users and Adding Phone Services

After you have entered the desired user details in the template file and saved it to your computer, you can import the file.

1. In the Account Console menu, click Users & Locations, and then click Users.
2. In the page that opens, click Quick Actions and then click Add Multiple Users.
3. In the Import Users dialog box that opens, do the following:
   1. Click the spreadsheet template.
   2. Open the downloaded spreadsheet.
   3. Enter the user details in the spreadsheet.
   4. Save the spreadsheet to your local machine.
4. In the Account Console menu, go to Users & Locations > Users, click Quick Actions, and then click Add Multiple Users.
5. In the Import Users dialog box that opens, do the following:
   1. Select Choose.
   2. Select the saved spreadsheet from your local machine.
6. If there are any errors displayed, you must correct them and you can also make any desired changes to any of the user details.
7. To add additional users, click Add Row and enter the user details.
8. Click Upload.
   The Users imported successfully! dialog box opens
9. Do either of the following and click OK:
   • To add phone services to the uploaded users, select the I want to add phone services to uploaded users check box.
   • If you do not want to add phone services to the uploaded users at this time, clear the I want to add phone services to uploaded users check box.
     NOTE: You can send or resend the welcome email to users individually at a later time. See Sending Welcome Emails to New Users for more information.
10. If you selected the I want to add phone services to uploaded users check box, the Add phone services page opens. Do the following:
    1. Add the following phone service details for the users you selected:

• PRODUCT — From the Choose Product drop-down list, select a product for the user. When you select a product, the PHONE NUMBER field is automatically populated with an available number, a porting in number, or None based on the availability of phone numbers. The EXTENSION field automatically populates either with the last four digits of the assigned phone number or with the next available extension. If None is selected, the extension defaults to the next available extension.
  NOTE: The ADD-ONS and the PHONE NUMBER fields are enabled only if a product is assigned to the user. To add the product for selected users in bulk, click apply to selected below the Choose Product drop-down list. To add the product to all the users, click apply to all users below the Choose Product drop-down list.
• ADD-ONS— In the ADD-ONS column, click the Configure Add-ons button, enable the add-ons as needed from the Add-Ons list, and then click Save changes.
  NOTE: Some of the add-ons can be enabled only if a phone number is assigned to the user. For information about assigning a phone number to a user, see PHONE NUMBER.
• PHONE NUMBER —  When a product is assigned to a user, the PHONE NUMBER field is automatically populated with an available number, a porting in number, or None based on the availability of phone numbers. You can also select a phone number from one of the following sections:
  • None —  Select None if you do not want to assign a phone number to the selected user. 
    NOTE: If the product assigned to the user includes add-ons that need a phone number, selecting the option None displays an error message that the add-on requires a phone number.
  • Available — Select a number from the Available phone number list.
  • Porting In — Select a number from the Porting In phone number list.
    NOTE: After selecting a porting-in number, a temporary number is assigned to the user until the selected porting-in number is activated. A temporary number icon appears next to the phone number drop-down list. Hover over the icon to know about the status of availability of the Remote Call Forwarding (RCF) Target or temporary number in the system.
• EXTENSION— This field is not editable. The EXTENSION field automatically populates either with the last four digits of the phone number selected or with the next available extension. When you select a new phone number, the extension also is updated depending on the selected phone number. When the PHONE NUMBER field is set to None, the extension defaults to the next available extension.

• The total number of products selected, including the add-on service products, is displayed at the top of the Add phone services page next to the shopping cart icon.
• You can set the phone number as None, and set only the extension while adding phone services. However, if the product assigned to the user includes add-ons that need a phone number, selecting the option None displays an error message that the add-on requires a phone number.

2. Click Show Shopping Cart and review the order details.
3. Under the Activate User and Send Welcome Email section, do the following:
   1. Select the I want to activate added users. Billing starts today and services are available to use immediately. check box to activate the users immediately.

2. Select the I want to send welcome email to added users. check box for a welcome email to be sent to the users.

4. Click Place Order to add phone services to the uploaded users.