How to Add Users in Otuvy Frontline

Add Users in Otuvy Frontline

In this article, we'll show you how to add new users in Otuvy Frontline. There are two ways to add new users: one at a time or copy/paste from excel.

One User At a Time

In Otuvy Frontline's Admin Portal you can add users one person at a time. To do this:
  1. Login to the Otuvy Frontline admin portal at https://admin.otuvyfrontline.com
    1. When you first log in, you are brought to the People page
    2. If you need to you can navigate to this page by clicking People in the main navigation to the left of the screen

  2. From this screen we can add users one at a time by clicking the Add a Person button
    1. When adding people one at a time, be sure to add their
      1. First Name
      2. Last Name
      3. Email Address
        1. Email addresses need to be unique in Otuvy Frontline
      4. Preferred Language (English and Spanish are currently available)
    2. Then click the Add button
When you first add a user, they will be given the Employee permissions level which only grants them access to the mobile app. If you need to increase the user's access to that of an admin you can do that from the admin portal. Learn how in Edit Users in Otuvy Frontline

Mass Upload Users

If you want to create several new users you can do this by clicking on Add Multiple People and fill out the information on the screen. You can even copy excel data in the same format to this page. The data will be pasted starting with the blue highlighted cell. Make sure you don’t double click on a cell before pasting in data as this will put the data in that single cell rather than across the table.
Be sure to spell out the languages English or Spanish

Once you've got all the information in the sheet, click Add/Update Users.

When you first add a user, they will be given the Employee permissions level which only grants them access to the mobile app. If you need to increase the user's access to that of an admin user you can do that from the admin portal. Learn how in Edit Users in Otuvy Frontline

Troubleshooting

When errors occur you will be prompted with a red arrow in the top-right corner of the cell. Hover your cursor over that cell to see what is going wrong and how to correct it. Once all errors have been corrected, you will be able to click Add/Update Users again.


If you accidentally double-click into a cell before you paste in your copied excel data, all of that information will be pasted into that cell and you won't be able to proceed with the upload.

To fix this, refresh the page, single click on the first cell so it is highlighted blue and then paste the data.

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