This comprehensive article provides a step-by-step guide to integrating new users into CoAuthor, as well as a detailed process for manually creating and onboarding new Sponsors, ensuring seamless collaboration and efficient workflow management.
These steps can only be carried out by an administrator.
Bulk Upload Users
Bulk import a list of sponsors and users by following these steps:
1. Create a CSV in the following format:
sponsor_name,user_name,user_email,user_role
Sponsor A,John Doe,john.doe@sponsor-a.com,creator
Sponsor B,Jane Doe,jane.doe@sponsor-b.com,admin
For each unique value in the sponsor column, a new sponsor with that name will be created (if none exists).
For each unique value in the user column, a new user with that email address will be created (if none exists).
Each user's permissions within the given sponsor will be updated to reflect the role provided. The role must be one of the following: user, creator, or admin
2. Log into CoAuthor
3. Click on the Admin Dashboard Icon
4. Click on the Bulk Upload button
5. Click on the Select File button
6. Navigate to the location of the CSV created in Step 1
7. Click Submit
Manually Create a Sponsor
You can manually add a Sponsor by employing the "Create Sponsor" button. To do so, follow these steps:
Log into CoAuthor
Click on the Admin Dashboard Icon
Click on the "Create Sponsor" button
Enter a Sponsor Name
Click Create