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# Bulk User Upload#

Step 1 — Click the Users tab in the side navigation

 

Step 2 — Click Add User Button on the Right

Step 3 — Download the appropriate Spreadsheet Template and fill in your user(s) information. 

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Important: The Machine Name (for desktops) and Cell Phone (for mobiles) associate the device to the correct user record when the app is installed.

For the Device Type field, enter either Desktop or Mobile.

A "user" is a person that that has a device, either a desktop computer or a Mobile phone or both. 

So in the Users Table, you may see 2 records for same person but one is for their computer and the other for their mobile phone. 

Step 4 — Upload Your Spreadsheet

Locate and select your completed spreadsheet file. Once uploaded, your users will populate the table. 
 

Step 5 — Review Your Users

After importing, review the table carefully. If any records contain errors — such as duplicate entries or missing required fields — they will be flagged at this stage. There is a Validate button to review again. 
 

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Step 6 — click Save to add to the Users Table

 

Step 7 — Install the Program on Your Devices

Desktops:

The desktop installation can be done one at a time using the standard executable installer, or deployed across your network using your preferred enterprise deployment tools.

When the program installs successfully, it will automatically contact the portal and look up your account using the Registration ID. It will then search your account's user records to find its match and adopt that profile locally on the device — no manual entry required by the user.

click here for Install .exe

Mobiles:

The Mobile app user will just need to download the app from the Google Play (Android) or Apple Store (iPhone)

Android: https://play.google.com/store/apps/details?id=com.workitsolveitapp.myapp

iPhone: https://apps.apple.com/pk/app/epanicbutton/id6761066332

Matching device to record works differently depending on the device type:

For desktop computers, the program uses the Machine Name of the device to find its corresponding user record. Once matched, the user's profile — including their name, location, designation, and contact information — is populated automatically on that device.

For mobile devices, the app uses the Cell Phone number to find its matching user record and populate the profile on the device.

This is why it is important to ensure that the Machine Name and Cell Phone fields in your spreadsheet are accurate before uploading. These are the identifiers the system relies on to link each device to the correct user.

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