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Importing users in bulk

To import your users in bulk, you can create an Excel spreadsheet and export it as a CSV. The spreadsheet should be in the following format:

 

First Name: The first name of the user

Last Name: The last name of the user

Role: The role of the user in their Workspaces. Possible values are “Admin”, “Workspace Manager”, and “User”

Email: The email address (logon) of the user

FranchiseID (optional): A franchise ID number (if applicable)–formats as text, so multiple locations works as well (e.g., “001 & 002”)

Phone: The phone number of the user, no dashes or parentheses (e.g., “1234567890”)

Workspaces: The Workspaces the user is to be added to, separated by plus signs (e.g., “Marketing+Communications+Corporate” to be added to the Marketing, Communications, and Corporate Workspaces)

Invite: Whether the user can invite others to the platform. Possible values are “Y” / “N” for yes and no

Upload: Whether the user can upload custom materials to the platform. Possible values are “Y” / “N” for yes and no

Create: Whether the user can create new projects. Possible values are “Y” / “N” for yes and no

Xpressdocs: Whether the user can export to Xpressdocs. Possible values are “Y” / “N” for yes and no. If the Xpressdocs integration is not enabled in your Workspace, leave blank

Approver: Whether the user is an Approver. Possible values are “Y” / “N” for yes and no. If the Approval Workflow is not enabled in your Workspace, leave blank

Needs Approval: Whether the user’s projects need approval. Possible values are “Y” / “N” for yes and no. If the Approval Workflow is not enabled in your Workspace, leave blank

Any records that are duplicates or do not conform to the formula described will be skipped, and the system. will tell you which users will be skipped or if any changes need to be made to your document.

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George Abraham, Inkbench CEO

George Abraham

Chief Executive Officer

My passion is to make the community where I live and work, a better place for my being there.

I also love working at Inkbench, because when I’m contributing to the marketing technology ecosystem, I help make the future happen. I have spent 20+ years in the tech industry as an entrepreneur, founder of a Venture Capital firm and a successful consulting business, Board member, and intermediary.

I am excited to bring my background to Inkbench. I especially enjoy working with my colleagues and helping our users be better at their jobs. When asked about the special talents I bring to this role, I’d have to say dogged tenacity and an ability to see the big picture from smaller parts.  I am as determined to see my clients succeed as I am to see myself succeed. I also know I am memorable. A couple of years ago I was talking on the phone with a very buttoned up prospective client. We finally did a video call and when he saw me, he visibly paused for a few seconds and then said “You are a bit like an animal!” I closed the deal. But seriously, I can toggle between being very professional and buttoned up, to rolling up my sleeves and getting deep into the weeds (and, you know, let my hair down) to get the job done.

I am a mountain biker and skier in NJ and Vermont. If you’re passionate about either, I invite you to join me!

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