Import Staff
- Julian Dicks
- Lauren Sauerbier (Unlicensed)
From the Staff Manager’s Actions menu you can select Import Staff to take you to the simplest way to add multiple staff into your organization.
The form is pretty self explanatory, you can download an example template which you can then use to put all your staff data into and then import using this wizard.
After loading the file, you’ll be shown a preview of the data import and asked to confirm the staff to be created or updated.
Staff that already exist are automatically ignored.
Staff that already have Karri accounts are matched and added to the appropriate security groups.
[x] Send Invitations - By default staff are invited to login to the organization, but there are occasions where you just want the staff added to Karri with no permissions so that they can be added to collections, in these cases, you can suppress the email invites. Refer to: How to add staff to a collection
It is possible to add staff and not allocate them to any security groups. That can be done later. Staff members logging in with no rights will not be able to see anything in the organization.
Requires canEditStaff permissions.