Create profiles in bulk
Creating many individual profiles can be a long, time consuming process, especially if your organization is large. To make the process more efficient, Agent Connect provides the ability for you to bulk create all of your team's profiles at once.
The best practice of creating all Team Leader and Admin profiles first still applies. This way, when you create your Team Members you can assign them to the correct team using their Team Leader's email address or custom employee ID.
You cannot add profile pictures as part of a bulk create process. That must be done by creating profiles individually, as described in Create profiles for other people.
For an overview of this process, watch this video:
After Agent Connect processes the profiles, it does one of the following:
- If you did not set the Delay welcome emails field, Agent Connect immediately sends each new user an invitation email inviting them to set their password.
- If you set the Delay welcome emails field, Agent Connect keeps the welcome emails queued. When you are ready to send the emails
- Navigate to the Manage Team screen.
- In the Add/Edit Team Members dropdown select Send delayed welcome emails.
For more information about sending and receiving invitations, see Invite new users