Add Multiple Users

In this section:

Adding Multiple Users

How to Add

Working with the Spreadsheet Template

Variations

Troubleshooting & Retrying Failures

Excel Macro Troubleshooting

đź‘Ą Adding Multiple Users

Overview

Pivott's Add Multiple Users feature lets Administrator users add many users at once using a Microsoft Excel macro-enabled workbook (.xlsm).

You download a template tailored to your company. Simply fill in one row per person, upload the file, review the preview, then click Save Users.

Pivott then creates each user (and optionally sends invitations) and then shows whether each row succeeded or failed.

Who can use this

  • Company administrators can open Settings → Users and click Add Multiple Users.
  • If you do not see Add Multiple Users under Add User, your account may not be an admin, or the feature may not be enabled—contact your Pivott administrator or support.

âž• How to Add

  1. Go to Settings → Users.
  2. Open the Add User menu and choose Add Multiple Users

  1. Download the Template — saves user_import_template.xlsm  to your computer.

  1. Open the file in Excel and enter one user per row on the Users sheet (see column guide below).

  1. Save the workbook as .xlsm (keep macros if prompted by Excel).
  2. In Pivott, use Upload Spreadsheet and select your edited .xlsm   file.

  1. Check the on-screen table matches what you expect.

  1. Click Save Users and wait for processing.

  1. Read the results summary:
    • Scenarios: All succeeded, some failed, or none succeeded.
    • For failures: You can download a failure report (see Troubleshooting).

🗂️ Working with the Spreadsheet Template

File requirements

  • Use the Download Template button so the file matches your company (property list, hidden columns, etc.).
  • The upload must be .xlsm with a sheet named Users and at least one data row under the header row.

Columns on the Users sheet (when visible)

Column Purpose
Name Display name.
Email Required for login and invites.
Phone Optional.
Office Address Optional.
Role Choose from the dropdown: No Access, View + Add, Editor, Admin (must pick a valid option).
SSO Type Shown only when relevant; see Variations below. Options align with sign-in method (e.g. Any, Google, Microsoft, Okta).
Property Permissions Shown only if your company has advanced permissions; used to limit which properties a user can access. Selection is driven by the template’s tools (macros).
Invite Method Typically Create user & send invite (sends invitation) or Create user (creates the account without sending the invite, you can do this later).

Macros

  • The template can use Excel macros for picking properties. If Excel asks, enable macros for this file so property selection works as designed.

Important note: if your IT department does not allow .xlsm  files, you may be unable to use this feature. Please reach out to accounts@pivott.io and we'll be happy to assist you instead.

Do not...

  • Remove or rename the Users sheet.
  • Change the header row labels the app expects (e.g. Name, Email, Role).
  • Delete the hidden Property Permission IDs column if it appears in your file.

đź“‘ Variations

Your download is built for your company’s settings, so your template may look different:

  1. Single sign-on (SSO) required

    If your organization enforces SSO (Microsoft, Google, etc.) with a configured provider, the SSO Type column may be hidden. Everyone is expected to sign in through your company’s SSO; you do not set SSO type per row in the sheet.

  2. Property permissions

    If your organization does not have the advanced permissions add-on, the Property Permissions column is hidden. New users are not limited to specific properties through this spreadsheet.

  3. Property list

    The template includes a PropertyList (or similar) sheet used by the workbook; it is filled from your live property list when you download. Use a fresh download if properties changed, or configure later.

🚧 Troubleshooting & Retrying Failures

Upload errors

  • Wrong file type: Only .xlsm is accepted.
  • Missing “Users” sheet: Use the official template; do not save as a different format that drops sheet names.
  • No data rows: Add at least one user row below the headers.

After Save Users

  • Import Successful: All listed users were created (and invites sent, if you chose that).
  • Import Partially Successful: Some rows worked; others failed. Failed rows stay in the summary with a short reason.
  • Import Failed: No rows completed successfully.

Failure report

  • When there are failures, download the failure report spreadsheet. It includes your row data plus a Failure Reason column so you can fix emails, roles, duplicates, or other issues.
  • Correct the failed rows (or remove rows that already succeeded), save as .xlsm  , and upload again to retry only what you need.

Common issues to check

  • Duplicate or existing email: The app may treat “already exists” differently depending on invite settings; errors usually explain the conflict.
  • Invalid role: Use only the dropdown values from the template.
  • Invite failed: User might exist but the invite step failed; the failure message should indicate that.

Template download fails

  • Try Download Template again; if it keeps failing, try another browser or network and contact support.

⚠️ Excel Macro Troubleshooting

Pivott's spreadsheet template requires Marcos to be enabled to function properly.

To enable macros in Excel, navigate to File > Options > Trust Center > Trust Center Settings > Macro Settings, then select "Disable all macros with notification" and click OK.

Then, to unlock macros in Excel, right-click the file in Windows Explorer, select Properties, check the "Unblock" box at the bottom of the General tab, and click Apply & OK.

For more information, you can visit Microsoft's help docs: Microsoft — A potentially dangerous macro has been blocked.