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If you’re onboarding a whole team at once, you don’t have to add each person manually. Upload a CSV and Maestra creates the accounts for you.

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Import Users

  1. Go to Settings → Security → Users.
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  1. Click Import.
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  1. Choose Bulk user import. A file template is available for download.
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The page also displays all available upload fields, including each field’s name, description, whether it’s required, and examples of accepted formats.
  1. Prepare your file.
  • Format: CSV
  • Encoding: UTF-8
  • First row: field names (headers)
Required fields
FieldNotes
UserNameLogin. Latin characters only
EmailPassword setup link is sent here
CommentUsually the person’s role
Optional fields
FieldNotes
MobilePhonePhone number. Needed for SMS-based two-factor authentication
FirstNameFirst name.
LastNameLast name.
GroupsSystem name(s) of permission groups to assign.
PermissionsAdditional permissions on top of the group.
IsChargeableWhether to enable support chat access (billable).
Example of a completed file:
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You can only assign a permission group if you belong to it yourself or hold every permission it contains. The same rule applies to individual permissions — you can only grant permissions you have.

Pick a built-in group (like Marketers or Analysts) or a custom one you’ve created.
  1. Upload the file and click Launch import.
A task link appears.
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Staff will be added once the task is completed successfully.
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Once it finishes, the new users receive an email with a link to set their password. After that, they can start working in Maestra.