How To Change Team Members Assigned to Sites via Bulk Upload

step 1
step 2
Every existing Site in UtilizeCore is automatically assigned a Core Site ID. This is a mandatory field.
Enter First Name
Enter a Last Name
Enter an email address
Enter a Title
Enter a Mobile number
Enter a Role
Enter Team Member email
Enter a Trade to auto-assign the Team Member to every new Work Order for the selected Trade
Enter "True" or "False" under Auto Assign
Upload your file
Go to Background Tasks icon to check progress. You can download the success/error file from there.

This guide is helpful for anyone who needs to quickly and efficiently update team member assignments for multiple sites.