Can I set a custom role when I upload a new agent with a CSV file?

Question

Can I set a custom role when I upload a new agent with a CSV file?

Answer

Yes, you can set the agent's custom role when importing users with a CSV file. Use the restriction column in the CSV to specify the custom role of your new agent. Don't use the role column in the CSV file for anything other than default roles (agent, admin, or end user).

For more information about bulk importing users, see the article: Bulk importing users.