The CSV option allows you to create multiple user accounts simultaneously using a spreadsheet. Currently, CSM does not automatically send emails to newly created users, so administrators should manually email the users their login details. Below are the detailed steps to create users using this method and ensure they join your organization.
Step 1: Access the Add/Import Users Dialog
- Log in to your CSM admin account.
- Navigate to the All Users section in the left-hand menu, or select the specific group you would like to add users to.
- Click + Add/Import users at the bottom of the user list.
Step 2: Select SSO as the Sign-In Method
In the "Choose Sign-In Method" dialog, select With Google or Microsoft SSO.
- This ensures that users will log in using their email addresses through a secure SSO process.
- The Username and Password option is also compatible with this method, but for auto-enroll, users will need to use their email for SSO.
Click Continue to proceed.
Step 3: Choose the CSV Option for User Information
In the "Select Source of User Information" dialog, select CSV or Excel File.
Click Upload CSV file to upload a properly formatted file.
- Ensure your file includes columns for Name, Email Address, and any Groups you want to assign (e.g., "Class 1, Red Group").
If needed, download the sample CSV file provided in the dialog for reference.
Step 4: Review and Configure CSV Details
- After uploading the file, review the user list that appears in the "Bulk Create Accounts" dialog.
- Configure the following settings:
- Permission Level: Set to Students (or another role as needed).
- Assign Groups: Choose the group(s) under which the users will be created (e.g., "Example School 1").
- Click Import Users when ready.
Step 5: Manually Notify Newly Created Users
- Once the users are successfully created, a confirmation screen will appear, showing the list of users and their email addresses.
- Note: CSM does not send automatic emails to newly created users.
- Copy the displayed user information and email the users manually. Your email should include:
- The organization's Cloud Stop Motion login page.
- Instructions to log in using their Google or Microsoft SSO account.
- See example at the bottom of this article
Step 6: Users Join Your Organization
- When users log in with their Google or Microsoft SSO accounts, they will automatically be prompted to join your organization.
- Once they accept, they will:
- Show up in the organization console for management.
- Share the organization's storage usage.
- Gain access to all premium features if the organization has a paid account.
Best Practices
- Always review the user list before confirming the import to avoid errors.
- Ensure that the email addresses provided in the CSV are accurate to avoid login issues.
- Use descriptive group names to keep users organized within your organization.
Appendix: Sample Invite Email
Below is a sample email template you can use to notify newly created users:
Subject: Welcome to Cloud Stop Motion!
Body:
Dear [User Name],
You have been invited to join our Cloud Stop Motion organization. To get started, please follow these
steps:
- Visit the Cloud Stop Motion login page: https://app.cloudstopmotion.com/login.
- Log in using your Google or Microsoft SSO account. Please ensure you use the email address registered with this organization: [user's email].
- After logging in, you will see a prompt to join our organization. Simply accept the invitation to gain access to your account and resources.
As a member of our organization, you will:
- Be included in the assigned groups and permissions.
- Share our organization's storage usage.
- Access all premium features (if our organization has a paid account).
If you encounter any issues or have questions, feel free to reach out to [Support Contact Information].
Welcome aboard!
Best regards,
[Your Name or Organization Name]
[Contact Information]
This guide was made in Cloud Stop Motion version 2.0.178.