Users are the people on your team who have access to the Vocalis dashboard. They can create AI Actors, schedule meetings, and review interview results.
Adding users manually
- Go to Settings in the left sidebar.
- Navigate to the Users section.
- Click Add User.
- Fill in the required fields and click Save.
Bulk import via CSV
If you need to add many users at once, use the CSV import.
Step 1: Download the template
Download the CSV template from the Users page. The template includes a sample row showing the expected format for each field.
Step 2: Fill in your data
Open the template and add one row per user. Follow the sample row for formatting.
Keep the header row intact. The field mapping step uses the column headers to match your data to Vocalis user fields.
Step 3: Field mapping
Upload your CSV file. The Field Mapping page lets you match each column in your CSV to the corresponding Vocalis user field. This is where you confirm which columns map to name, email, role, and any other fields.
Step 4: Bulk upload
Review the mapped data and click Upload. Vocalis creates user accounts for each row in the CSV.
Next steps
