When creating new users, it lets you assign the user groups, but it doesn't let you assign multiple departments. Currently when creating 20 accounts, we create the accounts for the current department, then we have to go back to all 20 of those accounts and assign the second department, then we have to switch to that second department and go through adding them to the groups in that department. This is a long tedious process. It would be great if it can be simplified.
When creating a new user I would like the department dropdown to allow selection of multiple departments. Then when you select the groups it would be the groups within each of the departments you selected.
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Overall, user management could use some improvements. One of my issues is analytics licenses, I have to scroll through my whole user base to see who has active analytics licenses rather than having one page that shows current analytics users.
Hi Chris and Joseph,
Thanks for creating a post about this, it's a great idea and I'm sorry we don't currently have this exact feature to help ease some of the time it's taking for y'all.
I talked with our team and we are able to do a bulk upload of users. Please follow the instructions in this help article.
I hope this helps,
Hazel Kral
Customer Engagement Manager
That Excel spreadsheet doesn't include groups, departments, or an SSO option. It looks pretty out of date since the Mobile Device Types are:
Hey Chris,
What a great catch! We actually got with our colleague who runs our Help Center to update this, thank you. The information in that excel sheet is the generic information needed to complete a bulk upload. The devices need to be compatible with GoCanvas, but we don't need to know exactly what is in use. Once the ticket is open our support team may have more questions, but this should get the ball rolling.
You should see the changes reflected in the article.
Thanks,
Hazel Kral
Customer Engagement Manager