Bulk User Upload and Update

Lucy supports adding a large number of users at one time as well as the ability to edit any of the following elements for multiple users at once:

  • First name
  • Last name
  • Email
  • Secondary email
  • Roles
  • Attributes 
  • Active status

If either of these is something you would like to do for your Lucy instance, please reach out to your customer success manager. See the necessary steps to accomplish these updates below:

Adding users

Fill out the template with all of the necessary information for each user being added to the system:

  • First name
  • Last name
  • Email
  • Seconday email (if applicable)
  • Roles
  • Attributes (if applicable)
  • Active status

Once complete, send the completed template back to your customer success manager and they will promptly add the user's specified.


Editing Users

Fill out the template with all of the necessary information for each existing user being edited in the system:

  • First name
  • Last name
  • Email
  • Seconday email (if applicable)
  • Roles
  • Attributes (if applicable)
  • Active status

Once complete, send the completed template back to your customer success manager and they will promptly add the user's specified.


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