Process

1. Select Add New User from the Actions drop-down list on the upper-right corner of the User Management page.

   

2. In the Add Users window, choose how to provide users' details:

   • Manually enter users' email addresses and external IDs.
   • Upload a CSV file containing the users' email addresses and IDs.

   Note: If you upload a CSV file, Gallup Access will not send an email to the user(s) inviting them to join your portal.

   

    

   Adding users manually

   1. In the Add Users window, click Add Users Manually.

   2. In the Add New User area, use the available fields to enter the email address and external ID of the user you want to invite. To invite multiple users with the same roles, click + Add New Row to enter their details.

      

    

   Adding users via CSV-file upload

   1. In the Add Users window, click Add Users by Uploading File.

   2. In the Add New User area, click Choose File to select the CSV file you want to upload. Each user in the CSV file must have an external ID. If a user in your portal already exists with an external ID you provide in the CSV file, Gallup Access will update the existing user with the new role assignments.

      Note: You can download the available template file to use for creating your CSV file.

      

3. To assign one or more client-specific roles to the user, click + Role in the Assign Client Roles area. Select the client-specific roles you want to assign, and then click Save.

   Note: Client-specific roles apply to all surveys, reports, teams, and assessments, and may have limited seats available.

   

   

4. To assign one or more project-specific roles to the user, click + Project Specific Role in the Assign Project Roles area.

   Note: Project-specific roles only apply to the report(s) for the survey(s) you select.

   

5. Select one or more projects, and then click Next.

   

6. Select the roles to apply to the projects you selected, and then click Save.

Click Invite User. If you manually entered user email addresses and external IDs, each user will receive an email invitation with a link to join your portal. If you uploaded a CSV file, you can send an email invitation to a user by selecting Send Instructions from their More Options menu (⁝).

After the user clicks the link in your invitation and creates an account (or signs in with an existing account), they will have access to your portal with the roles you assigned.