Account Owner - Creating or Importing Users

Account Owners can add or remove learners manually or by using the import function

Using the Import Function

If you have a large list of users, you should use the import function. It's the most time-efficient. If you are only adding one or two learners, you can jump to the Adding Users Manually section below, it's probably faster that way. 

  1. Log into the Mursion Portal
  2. Click the Users tab at the top of the screen
    Users
  3. Click Import Users (if you use an SSO, this button will say Import External Users)
  4. You will see this list of instructions:

    Step 1 of 4 - Instructions:

    1. Click Download Excel Template below and open and open the downloaded file (either client_internal_users.xlsx or client_external_users.xlsx)

    2. In the template, the email and role fields are required – Do not leave these blank. Add the user information correctly under each header. DO NOT change the headers, template structure or filename as this could result in a failed import

    3. In Column L through S add the names of any Teams the user should be assigned to (make sure your spelling matches the name exactly)

    4. Once you enter all your users, save the file to your desktop or somewhere you’ll remember and click Proceed

    5. If there are any errors in your file, they will be shown in a resulting spreadsheet in Step 4. Follow the instructions to correct the errors in the original template and re-upload the file

    6. If you choose to continue without fixing the errors, the Download Failed Upload List file will be available for 7 days only.

  5. When you're ready, click Download Excel Template
  6. Open the Excel Template you downloaded (either client_internal_users.xlsx or client_external_users.xlsx)
     

Using the Excel template

  1. Open the Excel template, the first row indicates what data should be entered in each column. If you are using an SSO to access Mursion, the template will be slightly different.
    1. SSO User Import


    2. Non-SSO User Import
  2. Check your spelling!  Spelling errors, misplaced @ symbols, and other minor typos can lead to an error report.
  3. You'll also want to double-check the exact team names if assigning learners to a team.
  4. Once your data is entered, save your file to your desktop or somewhere you'll remember.

Note: The upload feature has a 5000 user max limit. If you need to upload more than 5000 users, you'll need to create multiple templates in batches of 5000. 

 

Save and Upload your File

  1. Once you've saved your file, return to the portal and click Proceed



  2. Review the instructions, then click Upload + Validate
  3. In the browser, navigate to the file you created, select it and click Open
  4. The portal will scan your file and upload it accordingly. It may take a few minutes.
  5.  If everything goes smoothly, you'll get a success message
  6. If you exceed the limit, you'll get a max limit error
  7. If there are errors in your file, you'll get a message telling you how many users were successfully uploaded and how many users were not.
  8. To resolve the errors, click Download Failed Upload List
  9. In the new file, there's a new column A, which gives an indication of the error that needs to be resolved. Find the error in your entries, resolve them as best you can and save the file to your desktop or somewhere you'll remember.

  10. And click Upload + Validate
  11. This will start the validation process over again, continue until you have uploaded all your users or click continue with correcting errors to continue without resolving.

 

 

 

Final Steps

  1. Once you've confirmed the roles and made any changes you'd like to make, click Update 
  2. You'll see a progress indicator while the system uploads your new users:
  3. If there are any errors, they'll be flagged with a red warning icon and you'll be able to hover over the warning icon and the red X to learn more about why the error happened. In this case, it's because this learner was already uploaded to this client: 
  4. In this case, you can delete the learner and try again. 
  5. Once all errors are removed, the list will upload and you'll see your new learners in the user's tab as well as in their respective teams. If you need to reassign learners to new teams, see this article

Creating Users Manually

If you only need to add one or two learners, it can be quicker to manually create accounts for them following this process: 

HubSpot Video
  1. Log into the Mursion Portal
  2. Click the Users tab at the top of the screen
    Users
  3. Click Create User
  4. Enter the user's email address



  5. If you would like to add more detail or assign the user to a team click the pencil icon next to Learner
  6. In the edit user pop-up, you can 
    1. Add additional user information
    2. New users are automatically assigned to the Learner role. This can only be changed by the Account Owner. Learn more about roles here.
    3. Add the user to a team by clicking the pencil icon
      Teams Pencil-1
      Then select one of your teams from the dropdown. Click here to learn how to create a team
    4. Click OK to save your changes
  7. Click Add User + (A) to add another user to the list, or Create User (B) to invite the user to Mursion
    add or create user

    Clicking Create User will send an email invitation to the user to complete the registration process.