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Before you begin
If you're trying to add users who used their email address in the past to create a trial Webex account, delete their organization before adding them to your customer organization.
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From the customer view in https://admin.webex.com go to Users, and then click Manage Users. |
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Select Manually Add or Modify Users. |
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(Optional) If you automatically send welcome emails, then click Next. |
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Choose one of the following and click Next:
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Select Contact Center and choose the license type to assign:
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Click Save. An email is sent to each person with an invite to join. |
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Review the summary page of records processed, and click Finish. |
Before you begin
If you have more than one CSV file for your organization, then upload a file. Once the task is complete, you can upload the next file.
Some spreadsheet editors remove the + sign from cells when the .csv is opened. You should use a text editor to make .csv updates. If you use a spreadsheet editor, ensure to set the cell format to text, and then add any + signs that were removed. |
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From the customer view in https://admin.webex.com, go to Users, click Manage Users and choose CSV Add or Modify Users. |
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Click Export to download the file and enter user information in a new line in the CSV file to set either of these licenses:
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Click Import, select your file, and click Open. |
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Once the CSV file is loaded, scroll down and choose either Add services only or Add and remove services and click Submit. |
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After the import is complete, close the Tasks dialog box. |
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Now, you must update user attributes in the Management Portal. Log in to the Management Portal and navigate to Upload. and then clickFor more information on Bulk Upload, see the Upload Agent Update Template section in Cisco Webex Contact Center Management Portal Online Help document. |