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Workflows route between multiple users and/or roles. In order to use these templates, you must first create the users and roles as described below.
- Download this CSV file.
- Open it in any text editor, make the following changes and save the file.
- Replace YOUR_EMAIL with your email address. This is used for notifications.
- All passwords default to 123. You may change any password.
- Login as the tenant admin user.
- Click the Manage Users Link.
- Click the
upload csv users icon, browse to the CSV file you just edited and click Validate. - You may see several warning messages. If you see a
thumbs down icon in the left column and the message email is invalid in the Error/Warning column, please edit the file, correct the error and try again.
- Click the Load button. You should see something like: "Users Loaded successfully. 9 Added, 0 Updated, 0 Deleted, 17 Roles Added."