This guide is helpful for anyone who needs to quickly and efficiently update team member assignments for multiple sites.
1. Click on Network
2. Select Sites from the sub-menu
3. Select your Sites
4. Click on the "Bulk Upload" button on the top right
5. Download a Filtered Excel Template from the top left
6. Every existing Site in UtilizeCore is automatically assigned a Core Site ID. This is a mandatory field.
*Note: All highlighted green sections need to be filled out
7. Enter a First Name
8. Enter a Last Name
9. Enter an email address
10. Enter a Title
11. Enter a Mobile number
12. Enter a Role
13. Enter a Team Member email
14. Enter a Trade to auto-assign the Team Member to every new Work Order for the selected Trade
15. Enter "True" or "False" under Auto Assign
16. Click on the big box to upload your file
17. You should be able to see a progress bar with a success message indicating your Site Team Members are edited successfully
