# Adding Users
Users can be added using PlexTrac or by uploading [a CSV file template](#adding-users-via-template).
{% hint style="info" %}
If custom roles are required, create these before adding users. Otherwise, new users will need an assignment to an existing role, and adding the custom role later will be an additional step.
{% endhint %}
## Adding Users
Step 1: From the Users page of the **Admin Dashboard,** under "Security & User Management," click **Add Users**.
Step 2: Enter the user's email, first name, last name, role, authentication provider, and classification tier (if applicable). If the user requires the ability to bypass your global MFA setting, select **PlexTrac Service Account** from the *Authentication Provider* dropdown.
\ Step 3: Click the check box to identify if the user should belong to the Default Group.
{% hint style="info" %}
The Default Group is a collection of users who, by default, have access to all clients in PlexTrac. When a user is added to the Default Group, they are granted access to all existing clients, and when a new one is created, they are automatically assigned access.
Removing a user from the Default Group does not remove previously granted client access but only removes the automatic assignment to new clients.
{% endhint %}
Step 4: Click **New user** to repeat the process and add more users.
Step 5: When finished, validate whether an email link should be sent to all newly created users to set their password (the default option is to send the email).
Step 6: Click **Save**.
A message will appear confirming the addition, and the new user will appear on the Users page.
## Adding Users via CSV
Users can be created in bulk using a CSV template, which can be found on the Add New Users page after clicking **Add Users**.
The CSV file has five fields to collect user information to be imported:
| CSV header | required field? | Notes |
| ----------------------- | -------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| first name | yes | |
| last name | yes | |
| email | yes | A vid email format is required. |
| role | no (will default to a value of "Standard User" if left blank or a custom role is used) | Accepted values are the default PlexTrac roles: admin, standard user, and analyst. The values are not case-sensitive.
NOTE: The backend value of STD\_USER for the role of "standard user" is also valid.
Custom role names can be used and will not break import, but at this time, any values in the CSV beyond the standard values listed above will map to "Standard User" by default when the import is first loaded and require manual intervention to update before completing the import task (see instructions below).
|
| classification tier | no | |
| authentication provider | yes | |
| default group | no | Accepted values are `TRUE` (user belongs to default value) and `FALSE` (user does not belong to default group). |
### Importing the CSV Template
Step 1: Download the file, delete the sample values, and enter the user information to import.
{% hint style="info" %}
If any custom roles exist in the CSV file that are not currently in PlexTrac, add them now before continuing to reduce rework.
{% endhint %}
Step 2: From the Users page of the **Admin Dashboard**, under "Security & User Management," click **Add Users**.
Step 3: Click **Import from CSV**.
Step 4: A window opens to select the CSV file from the computer. Select the file to import.
Step 5: The information in the CSV file is imported for review.
Step 6 (optional): No changes are needed if standard roles were used. If a custom role was assigned to an imported user, manually select it by clicking the "Role" pulldown menu for the impacted user and selecting the desired custom role value.
{% hint style="warning" %}
If two roles are created with the same name, they cannot be differentiated in the pulldown menu, which is why it is best practice to use unique role names.\
{% endhint %}
Step 7: Click **Save**.
A message will appear confirming users were added.
