User management

Add users to a plant onboarding project either by entering user details manually or by importing a list of users from a file.

Adding users manually

1. From the plant onboarding workflow, go to the User management step.
   The Users table is displayed. If no users have been added, the page indicates that the list is empty.
2. Click Add user to open the Add user form.
3. Enter the required user details, including name, email address, mobile number, and role.
   The selected role determines the user's permissions for the project.
4. Review the Project access setting to confirm that the user will have access to the onboarding project.
5. Click Add to save the user.
   A confirmation message indicates that the user was added successfully, and the user appears in the Users table with their role, access status, and user status.

Importing users from a file

6. In the User management step, click the option to upload a user list.
   The Import data panel opens with instructions for uploading a file.
7. Download the provided template file and enter the required user details in the template.
8. Upload the completed file by dragging it into the upload area or selecting it from your system.
   The maximum supported file size is shown on the screen.
9. Click Validate to check the uploaded data for errors.
10. After validation is complete, click Import to add the users to the project.
11. Review the Users table to confirm that the imported users appear with their roles, project access, and status.