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      Creating Multiple User Accounts

      A Community Admin user may sometimes wish to create many users at once. Here are the necessary steps

      Create Multiple User Accounts

      From the eCMS Dashboard:

      • Move your cursor over System at the top of the page and click on Users.
      • Click the Bulk Create button at the top.
      • Click the Download File Format button to access the .csv Excel template.

      Open the Excel Template:


      1. The template includes examples of how to populate the spreadsheet.
      2. Before uploading your document to the eCMS Dashboard, remember to remove the
      example data from the template.
      NOTE: Before filling out this spreadsheet - remember you need to create a separate
      spreadsheet for each program in your community (Independent Living, Assisted Living,
      Memory Care, etc.) and for each ROLE type (resident, staff, admin).
      3. Rows 8-10 contain examples of how you populate the categories for each column (First
      Name, Last Name, etc.). Please delete the example content in these rows before you
      upload the spreadsheet. Leave Rows 1-7 as is.
      4. You are required to fill out each column with an asterisk next to the category name
      (Columns: A, B, C, D, E, N, O).
      5. When you create a username for a resident (Column C), we recommend creating the
      username with the first letter of the resident’s first name and then their full last name.
      Example: Adam Jones = ajones

      Use this spreadsheet to create multiple user accounts at once, for one user role type at a time.
      (Residents, Staff Members, Community Admins, etc.).


      The Role column (Column O) is where you designate the type of account is being created. Each user account on the spreadsheet is uploaded to a specific community and program (or All Programs). The most common roles can be found below:

      Roles:

      • Resident: ROLE_RESIDENT - ROLE_RESIDENT must be assigned a specific program and cannot be created under "All Programs"
      • Community Staff: ROLE_COMMUNITY_STAFF
      • Community Admin: ROLE_COMMUNITY_ADMIN
        NOTE: Only roles designated as Community Admin are granted access to the eCMS
        Dashboard. Community Staff and Residents only have access to the Resident Panel.
      • Date of Birth is a required field (Column N).

        After entering all the required information for each user, save your document.

      To upload your completed spreadsheet, log into the eCMS Dashboard:
      • Move your cursor over System at the top of the page and click on Users.
      • Click the Bulk Create button at the top.
      • Be sure that the appropriate resident program (Independent Living, Assisted Living, or Memory Care) is selected in the top right corner – Content Indicator.
      • If the user accounts you are uploading are for staff or admin users, you can keep the program list designated as “All Programs”.
      • After selecting the appropriate program, click “Choose File” or “Browse” beneath where it says Bulk Create.
      • Search for the file you saved to your computer and select it.
      • Click Save.


      NOTE: If something was not filled out correctly in your spreadsheet, you receive an error
      message explaining where the error occurred. Go back to your spreadsheet, fix the
      error(s), save the document, and upload it again.

      If no error occurs, you receive a success notification.

      The eCMS automatically generates 3 random numbers at the end of each username for
      security purposes. After successfully submitting your spreadsheet, take note of the 3
      numbers that were added to the end of each username. (Example: ajones = ajones753).

      Repeat these steps for each program that you have created a template for (IL, AL,
      Memory Care).