Important Note:
If you would like to create a profile for a parent/guardian so that they can complete requirements on behalf of a minor, please contact [email protected] to help you configure a Guardian Role into your Ankored account
Follow these step-by-step instructions to ensure a successful import:
1 . Start the Bulk Add Process
Click the + Add Members button on the right-hand side.
Select Bulk Add from the options.
2. Download the Template
Click Download Template to obtain the file you’ll need to fill out. Make a copy of the spreadsheet.
3. Fill Out the Template
Complete the template with the required information specific to your organization:
Name: Enter the user’s first name in this column.
Last Name: Enter the user’s last name in this column.
Email: Enter their email address
Level/Team:
This must exactly match the name of the Group in Ankored and is case sensitive
Role:
Ensure this matches one of the pre-determined roles in Ankored.
Enter the role name
Requires Guardian:
This column must be filled with no
4. Save the File
Before importing, ensure the file is saved in .csv format.
5. Upload the File
Return to Ankored and upload the completed .csv file.
6. Account Activation
Once the file is uploaded, members will automatically receive an account activation email.