Add or import users manually
Add or import users to your Softr app manually.
To manually add users to your Softr app, you can click on Add user(s) button.
![Add user(s) button](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fdd41df39-d836-453c-9eb3-34dd4e02dbc6%2Fadd-user-button.png?table=block&id=6b9a925e-cf97-4b47-a351-dc2add589198&cache=v2)
Adding a single user
To add a single user, go to ADD USERS tab:
- Enter the
Name
andEmail
of the user you want to add.
- Select the authentication method. (We’ll explain more below)
![Adding a user](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F3d493cfd-907d-4fca-a244-d3e83cd83c39%2FAdd-users.png?table=block&id=76e0d661-8941-4c5a-b6a3-eefbc54a1288&cache=v2)
If you choose to generate a temporary password, after hitting Save and continue, the user will be created, and you'll be taken to the next screen with user credentials.
You can either:
- Finish without inviting
- Create invite, which will allow you to send an email to the user with his/her login credentials included.
![User added](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F6815ce5b-add8-4e5a-9b3f-02d40f26e704%2Fuser-added.png?table=block&id=cbd243f5-cbd1-4750-a300-d58568afe65d&cache=v2)
In the future, if you need to resend the invite, you can select the user from the list and choose the Resend Invite action as shown below.
![Resend invite to a user](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fa1a90911-7100-41b8-82f4-ce01d71f502a%2Fresend-invite-to-user.png?table=block&id=9c32d89c-c77d-41ca-9070-d1a4c06cfc96&cache=v2)
Import users
To bulk import multiple users, go to IMPORT USERS tab:
- Upload the CSV file that contains your user data.
- Map
Email
field.
- (Optional) Map the
Name
field.
- Select the default login method the users will use to login to the app for the first time. You can choose to generate a temporary password or generate a magic link. We recommend asking them in the invite email to visit their profile and change their password on first login.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Ffd3c6538-e258-4664-9f81-41bcdcd12f20%2FScreenshot_2023-08-21_at_11.36.37_AM.png?table=block&id=40d0bf19-5eaf-4d31-b1f0-90a90900f116&cache=v2)
Click Add Users, then you can select whether you want to send Invites to all Users now or send invites later.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F173e62fa-2f8a-4b9b-8b4b-166ab8c06895%2FScreenshot_2023-08-21_at_11.38.29_AM.png?table=block&id=90bcff4f-4aec-41ad-b952-b612df6d0cc0&cache=v2)
Clicking Invite Now will open another popup where you can customize the Invite email that will be sent to the users. You can send a test email to yourself to see how it will appear. You can use handles to reference dynamic data within the email as well:
- @application_name - will automatically populate the published name of your application
- @application_hyperlink - will automatically populate a link to your published application
- @user_name - will automatically populate the user’s imported name
- @user_email - will automatically populate the user’s imported email
- @password - will populate the user’s Softr-generated temporary password, if you chose this option
- @magic_link - will populate the user’s Softr-generated magic link, if you chose this option
![Example email using password handle](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F082d1c6e-c57c-42f0-9dd4-5c31aacf92e3%2FScreenshot_2023-08-21_at_11.38.40_AM.png?table=block&id=7ad4f20a-c36d-4a73-80b4-40eb78518848&cache=v2)
![Example email using magic link handle](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fd2d5ac07-c8ff-4776-b9ea-b5c7e72498da%2FScreenshot_2023-08-21_at_11.41.28_AM.png?table=block&id=ce2d5095-b7d1-441c-aa3e-e08c69991fa8&cache=v2)
Last updated on December 6, 2022