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Admins | How do I create new users?
Overview
Cirrus Insight Admins can add new users to their organization's subscription manually or via Salesforce Import from the Admin Dashboard.
Steps
1. Open this Cirrus Insight Dashboard page:
Manage Users - Admin Dashboard
2. Select + Create User.
3. From the dropdown menu, select either...
| Single User | Salesforce Import | CSV Import |
| Manually create a single user | Bulk import multiple users from Salesforce | Bulk import users from a CSV file |
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Supports:
* indicates required field |
Salesforce Import Filters:
These filters help admins find the users they want to import. See more details on these new filters below:
- User Creation Date:
This uses the Salesforce user creation date to filter out who's displayed. This is very useful for times when you want to import users that have been recently added to Salesforce.
This filter has options for Last 7, 14, 30 days and All Users. - User Type:
We use this Salesforce value to filter out people who may only be Community users and similarly people who aren't likely to need a Cirrus Insight user.
If you encounter any errors, confirm the credit card on your account is up-to-date. If issues persist, contact our Support team by starting a chat from any page on the Cirrus Insight website.
Frequently asked questions
How do I add users to Cirrus Insight?
In the Admin Dashboard, go to Manage Users, click + Create User, and choose Single User, Salesforce Import or CSV Import.
Can I bulk import users into Cirrus Insight from Salesforce?
Yes, with Salesforce Import. It requires a connected Salesforce Service Account and lets you filter by Salesforce user creation date and user type.
What columns does a Cirrus Insight user CSV import need?
First Name, Last Name and Email Address are required. SF User ID, Title, Department and Phone are optional.
What should I do if creating Cirrus Insight users fails?
Confirm the credit card on your account is up to date. If it still fails, start a Support chat from the Cirrus Insight website.
