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How to create accounts in TEAM+? Can I import all the member info directly from my computer to create TEAM+ accounts?

Supported TEAM+ Version:TEAM+ Pro (on-premises)

Administrative Access Available For:Company Admins

You can choose to create Accounts for your company members in the TEAM+ administration back-end, or by importing all the member info as Excel file into TEAM+. But please follow the steps below first before creating new Accounts:

  1. Designate Company Admins in the System Administration Back-end. (It can only be performed by your System Admin.)

  2. Create Departments in the Company Administration Back-end. (It can only be performed by your Company Admins.)

Note:No matter by which method you choose to create Accounts, all the Departments of your company need to be created in TEAM+ first in order to sort the accounts into their own departments.

1. Click Administration in the bottom of the left menu.

2. Select Manage Accounts.

3. Click Create Account button on the right side (below the Search section).

4. Click the icon next to the Department Name.

5. Select the Department where you want to create the Account.

6. Click OK.

7. Enter the Account, Name, Contact Info and other account information.

8. Set a Password for the account.

9. Click OK to create the Account.

1. Click Administration in the bottom of the left menu.

2. Select Manage Accounts.

3. Click Import Accounts button on the right side (below the Search section).

4. Click Download Sample File button on the right side.

5. Open the Sample File you just downloaded and enter the info of the Accounts you are creating in the file. When you’re done, save the file.

Note:Name, Account and Password are required fields. If you are not sure about how to edit the file, please check the instruction in the Sample File.

6. Back to TEAM+, Click Upload File (in the Import Accounts pop up).

7. Select the file (you just created) for creating new Accounts.

8. Click OK in the pop up notice.

9. The Accounts created successfully in TEAM+ will be displayed in the Success section. And the Accounts that cannot be created will be listed in the Fail section, with the reasons for failing in the Description column.

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