The purpose of this article is to guide Merchant Admin user types in the workflow of creation of additional users as users sub-companies within a given website.
A user can be created through the dashboard or through the api, where each record is created individually, each field specified. In addition to this, a bulk import feature is available that serves to bulk create several records in this same workflow.
To populate, set the important fields for a user, without a need to edit each record created individually, build the items as follows prior to attempting a bulk import job.
Proceed through the following workflow to bulk import companies from a csv file.
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Check the logs and the response email. Take additional actions to resolve common errors.
Note: user type record does receive a welcome email upon record creation. Such an email is reserved for a user record type, which is managed within the Edit User Detail View inside the application.
Target: open the newly created user record to make changes to the newly created record.
Once User record is successfully created, proceed through the workflow that gives a user access to the account.
