> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.flowace.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Bulk Updating User Information

### **Go to Admin Settings**
1. Log in to the application.
2. Click **Admin settings** in the main menu.
3. From the dropdown, select **Admin settings** again.
![Image 75N0Mc](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_75n0mc.png)

### **2. Download the Sample CSV**
1. In the Admin settings page, locate the **Upload** section.
2. Click **Download Sample File**.
3. The sheet will be downloaded to your computer in **CSV format**.
![Image 2936Yx](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_tjmumi.png)


### **3. Understand the Columns in the CSV**
| **Column** | **What to Enter** |
| ---- |
| **Associate Name** | Full name of the person |
| **Email** | Official email address |
| **Associate ID** | Internal employee identifier (e.g., FL-214) |
| **Designation** | Job title / role in the organization |
| **Role** | High-level role group (Admin / Associate / etc.) |

### **4. Open & Update the File**
1. Open the downloaded CSV file using Excel, Google Sheets, or another spreadsheet tool.
2. For each person, fill in:
    * **Associate Name** → Full name
    * **Email** → Official email address
    * **Associate ID** → Internal employee ID
    * **Designation** → Job title
    * **Role** → Admin / Associate
![Image Exlvdt](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_exlvdt.png)

### **5. Save the CSV**
1. After filling in the details, save the file.
2. Make sure it remains in **.csv format** — do not change to .xlsx or other formats.

### **6. Upload the File**
1. Go back to **Admin settings** in the application.
2. Click the **Upload** button.
3. Choose the updated CSV file from your computer.
4. Click **Submit** or **Upload** to import the data.
![Image Wuapxq](https://storage.crisp.chat/users/helpdesk/website/-/6/7/1/e/671eefeed0317800/image_wuapxq.png)

### **7. Confirm Upload**
1. Wait for confirmation (e.g., “Upload Successful”).
2. If any error messages appear, fix the errors in the CSV and re-upload.

## 📝 Tips
✔ Always keep a backup of the original downloaded file.
✔ Check email spelling and format before uploading.
✔ Do not change any column headers.