How do I upload users to the All Access Pass Portal-only?

Client administrators can perform an upload of users only to their All Access Pass. To upload your users in bulk, follow the below instructions on how to fill out the Upload Users Template and determine if you would like to send the All Access Pass Welcome Email to your users at the time of the upload.

Step-by-step guide

• Log in and select ADMIN in the upper right-hand side
• Select the USERS & PASSES & TEAMS tile.
• Next, click the PASS tab.
• On the Pass Management page, select the "+" next to the pass.
• Then select UPLOAD USERS
• A pop-up window will appear with the "User Import Template" after you click UPLOAD USERS. Click on the link to download the template and refer to the key in the next step to fill out the template for access to All Access Pass-only.
• Open the template and you will see each column header is accompanied by a red triangle in the upper right-hand corner.
• Click on the red triangle in each column to read instructions on what information should be included in the column.

User Upload Template Key for All Access Pass ONLY

• The first three fields are required: Email Address, First Name, Last Name.
• User Role: Use to assign a user as a learner, facilitator, or client admin on All Access Pass. Type in the following to assign the user to the desired role: 
  • Learner = leave the field blank
  • Facilitator = facilitator
  • Admin =  client admin
• Team: This can be used if you have a team created on your pass; if you want to assign the user to the existing team, type the team name in the column.
• The Jhana Enabled column: Leave blank if you do not want to sign up the users for Jhana at the time of upload.

• Once you have filled out the template for All Access Pass-only access, click "Choose File" and select your import file.
• When you choose the correct file, it will appear in the bottom left-hand corner of the window.
• The All Access Pass system will scan your file and display the first 10 rows of data to allow you to verify that the file is valid. Click CONTINUE when you're ready to start importing.
• Click UPLOAD USERS to proceed to the next step to determine if emails should be sent at the time of upload.
• The system will ask if you would like to send the welcome email to participants when you upload the users. The box next to "Send Emails?" will automatically be checked to send the email at the time of the upload.If you would like not to send the welcome email at this time, deselect the box next to "Send Emails?". (You can send the welcome email later using the "Send Email" function.)
• Finally, the window will appear with a message confirming your import is processing, and an email will be sent to you from [e-mail] confirming the upload is complete.