Import user (Admin)

This feature is only available for netfiles Data Room Professional and Premium and netfiles Data Vault.

Administrators can import new user accounts into the netfiles data room using a template Excel list.

In the “Administration” area, click on “Groups & users” in the left-hand toolbar and then on the “Import users” feature in the right-hand toolbar.

Format the Excel file

Please note that the Excel file must have a certain format:

• The columns and fields must be listed exactly in the order shown in the screenshot. Most of the fields and columns are intuitive.
• We recommend leaving the “User name” field empty, as this is automatically generated by netfiles. If you have special requirements regarding the user name, please contact netfiles support.
• The following fields are mandatory and must be completed: Last name, first name, e-mail, language and visibility. If 2-factor authentication is activated in the data room, the mobile number must also be entered.
• The entries in the “Visibility of other users” field or column correspond to the following settings:
  • none – No other users except administrators
  • group – All users who are at least in a group with him/her
  • all – All other users (including those in other groups)
• The fields in the Phone and Mobile column should be formatted as text in Excel so that the format +49 123 123123123 can be used for the numbers.

You can download a sample file here.

Invite users

When the import has been completed, the list of imported user accounts is available as follows:

In the “Groups & Users” area, go to “All users” and activate the “Show only uninvited” feature. Here you will see all created or imported users who have not yet received an invitation to the data room. The invitation to the data room is still open for imported user accounts. You can check the import again here.

Click on “Send invitation” in the right toolbar to send the invitation to the imported user.