External User Creation

External users can be added in two ways:

Individual creation

To add a single external user, go to Settings → Manage External Users, click Create New, and fill in the mandatory fields such as:

• Name

• Email Address

• Country

Additional details may also be provided if required. Once completed, click Save to create the account.

Bulk creation

To add multiple external users at once, use the Import from Excel feature.

• Download the ready-to-use template by clicking the Excel icon.

• Fill in the required details (e.g., name, email, country) for each user.

• Upload the completed template back into the system. The system will confirm successful creations and list any errors for correction.

Example: When onboarding a new vendor team, administrators can bulk upload details for all vendor representatives using the Excel template, ensuring quick and efficient account creation.