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Adding a contact to Hyperproof

Roles and permissions

The following roles can add a contact to Hyperproof:

  • Administrators can invite a contact to Hyperproof

  • Compliance managers can invite a contact to a program where they're a manager

Inviting a single contact

  1. From the left menu, select Settings.

  2. Select the People tab.

  3. Click New.

  4. Do the following:

    1. Enter the contact's email address.

    2. Enter the contact's first and last name.

    3. Below Options, select the Add as a contact radio button.

  5. Click OK.

Inviting multiple contacts at once

If your organization has a large number of contacts, you can import them into Hyperproof via CSV.

Note

If you are importing a very large number of contacts, please contact Support before doing so. Importing a large number of contacts at once may slow down the User Picker in other areas of the system.

Step One: Downloading the example CSV

The easiest way to start importing contacts is by downloading Hyperproof’s example CSV. The example CSV file provides the exact template for successfully importing contacts into Hyperproof.

  1. From the left menu, select Settings.

  2. Select the People tab.

  3. Click Import.

  4. Click Download the example CSV.

Step Two: Editing the CSV

Replace the contents of the example CSV with your own contacts. Be sure to follow the format of the example file to ensure that your contacts are successfully imported.

Heading

User

Must be formatted as FirstName LastName (email address), i.e. Jennifer Cook (jcook@lunabtechnologies.org). This field is required.

Tip: A contact can be someone either inside or outside of your organization.

Below is a snippet of a sample import file.

example-csv-contacts.png

Step Three: Importing the CSV

After you’ve made the necessary changes to the CSV, it can be imported into Hyperproof.

  1. Drag and drop the CSV file into the Upload CSV File field, or click Select file to upload to upload it manually.

  2. Click Import.

    Hyperproof checks the format within the CSV file to ensure that there are no errors. An alert is generated if Hyperproof encounters any errors.

  3. If Hyperproof didn’t detect any errors, click Next. If Hyperproof detected errors, do one or both of the following:

    1. Correct the errors by double-clicking the cell that contains the highlighted error and correct the value.

    2. Remove rows that contain errors by clicking Remove all rows with errors.

  4. Click Next.

    The CSV is imported.

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