32.1 Two Multi-User Creation Workflows

AIUNIFY Leads provides two confirmed workflows for adding multiple Staff Members efficiently:

1. Import Staff Members for spreadsheet-based user data.
2. Quick Add for entering several Staff Members directly in the interface.

These workflows serve different purposes and should not be treated as identical.

32.2 Import Staff Members

The Import Staff Members workflow uses a guided four-step interface:

Step	Purpose
1. Upload File	Select the spreadsheet containing Staff Member information.
2. Map Columns	Match uploaded spreadsheet columns to AIUNIFY Leads Staff Member fields.
3. Preview	Review the interpreted records before importing.
4. Results	Review successful and failed imported rows.

32.3 Supported Import File Types

The confirmed Import interface accepts:

1. .csv
2. .xlsx
3. .xls

32.4 Importable Staff Member Information

The confirmed import validation supports:

Field	Requirement
Name	Required. Maximum 255 characters.
Email	Required, valid, unique, and not duplicated within the submitted import.
Phone	Optional. Maximum 20 characters in this import workflow.
Address	Optional. Maximum 500 characters.
Status	Optional. Must be Active or Inactive when supplied.

32.5 Email Validation During Import

The import prevents duplicate Email addresses within the submitted set and also checks applicable existing user records.

Confirmed validation messages include:

1. Please enter a valid email address.
2. This email is already registered.
3. Duplicate email addresses are not allowed.

32.6 Imported Staff Members Cannot Log In by Default

Important: The confirmed Import workflow explicitly creates imported Staff Members with allow_login = false.

The Import workflow does not assign login credentials or Roles through the import validation described above.

If an imported person later needs system access, an authorized administrator should review that Staff Member individually and configure the appropriate login access, Role, and Password.

32.7 Import Results

The server tracks:

1. Number imported.
2. Number failed.
3. Row-specific errors.

The confirmed successful response is:

Staff members imported successfully

A successful overall import can still contain failed individual rows, so always review the Results step.

32.8 Quick Add

Quick Add provides an interface for entering multiple Staff Member rows without first creating a spreadsheet.

The interface includes fields such as:

1. Name.
2. Email.
3. Allow Login.
4. Role when login is enabled.
5. Password when required for login.
6. Status.

32.9 Quick Add Validation

For each Staff Member submitted through the bulk creation workflow:

1. Name is required and limited to 255 characters.
2. Email is required and must be valid.
3. Email must be unique against applicable existing users.
4. Email must also be distinct from the other rows in the same submission.
5. Allow Login must be a valid boolean value when supplied.
6. Status must be Active or Inactive when supplied.

32.10 Login Requirements in Quick Add

If Allow Login is enabled for a Quick Add row:

1. Password is required.
2. Password must be at least 8 characters.
3. Role is required.

Confirmed validation messages include:

1. Password is required when login is allowed.
2. Password must be at least 8 characters.
3. Role is required when login is allowed.

32.11 Role Assignment Requires Authority

The bulk creation controller only assigns the submitted Role when the currently logged-in user has administrative or assign_role authority.

This prevents a user from granting permissions they are not authorized to assign.

32.12 Bulk Creation Transaction

Quick Add/bulk creation processes the submitted Staff Members as one database operation.

After successful creation, AIUNIFY Leads recalculates the Company's total user count and returns:

Staff members created successfully

The response also includes the number of Staff Members created.

32.13 Choosing Import or Quick Add

Use	When Appropriate
Import Staff Members	You already have many Staff Members in CSV or Excel format and primarily need to create contact/account records without immediate login access.
Quick Add	You want to enter several people directly and may need to configure their login access, Role, and Password during creation.
Standard Add/Edit	You need detailed control over one Staff Member at a time.

32.14 Recommended Import Procedure

1. Remove duplicate Emails from the source spreadsheet.
2. Confirm required Names and Emails are present.
3. Upload the CSV, XLSX, or XLS file.
4. Map each source column carefully.
5. Review the Preview.
6. Complete the import.
7. Review both imported and failed counts.
8. Correct and reprocess failed records as appropriate.
9. Individually configure login access for imported users who actually need it.