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Import Staff Users

CSV import all your staff members on Orah

Pratyush Chowdhary avatar
Written by Pratyush Chowdhary
Updated over 2 weeks ago

As an administrator, you can add multiple staff members to Orah in one go by importing them via a CSV file. This bulk import process allows you to set up essential details—such as roles, permissions, and login settings—before staff members even log in for the first time.

This approach ensures a smooth onboarding experience, saving time and helping staff get started without unnecessary delays.


A quick explanation of the process :

Import Staff Users

Staff can be imported into Orah using a CSV file.

To import a staff user -

🧭 Navigate: Admin Console (left panel) → Staff → Users → Import User (top right corner) Or use Use this link to directly go to the Staff User page


Follow the easy steps below to import staff users in bulk as required :

Step 1 :
Click the + Import User button in the top right corner.

A pop-up window titled Import User via CSV will appear.

Step 2 :
​If you don’t have a file prepared, download the CSV template provided in the pop-up. This ensures your file has the correct structure.

Step 3 :
​Fill in each staff member’s Name and Email in the template. Save the file in .csv format.


Step 4 :
​Upload the completed CSV file.
If all details are correct, the system will confirm with a green tick.

☝🏽 Notes:

  • Any missing or incorrect data will cause the upload to fail.

  • Only .csv formatted files can be uploaded.

  • If an email address already belongs to an existing staff profile, the upload will fail until it’s removed.

Step 5 :
​Click Import to complete the upload. A green ribbon will confirm: Users imported successfully.


A successful upload will be indicated by a green ribbon at the bottom quoting Users imported successfully

Imported users will appear under the Imported tab in the Staff Users page. At this stage, accounts cannot be edited—they can only be deleted or moved forward for configuration.

Note - Upload will even fail if any of the email IDs in the uploaded CSV already have associated staff profiles. These need to be removed and the file re-uploaded.


Configure Staff Users

Once users are imported, they can be configured either in bulk or individually. Configuring a user finalises their profile, allowing them to be assigned tasks before they log in for the first time.

🧭 Go to the Imported tab in the Staff Users page-

Step 1 :
Step 1:

Select the imported users you wish to configure. You can also configure a single user using the three-dot menu on the far right of their row.

Step 2 :
Under More Actions, click Configure account. The Configure Account page will open.

Define as required :
-Login Method
-Role



New Import > Configure Process


Quick reference to the existing invite process screen

exisiting invite process

Step 3 :
Set the following for each user:

  • Login Method

  • Role

  • House

  • Permission Settings

Once ready, click Configure. You’ll see a confirmation notice—press Confirm to complete the setup and send an email invite to the selected users.

Configured users will appear under the Configured tab and can be:

  • Resent their activation/invite email

  • Edited

  • Cleared of additional permissions (individually or in bulk)

  • Changed login method (bulk option coming soon)

  • Deleted (individually or in bulk)

Assign Task to Configured User

The main benefit of configuring users is that they can be assigned tasks immediately—even before accepting their invitation. These tasks may include:

  • Workflows

  • Mood checks

  • Comments or concerns

  • Roll calls and attendance

  • Pass/leave approvals

  • Pastoral or conduct comments

Configured users also begin receiving relevant email notifications right away, keeping them informed and engaged with ongoing activities in the school community. This makes the onboarding process more efficient and ensures staff are up to speed from day one.


Active Staff Users

When a configured user accepts their invitation, their status changes to Active on the Staff Users page.


The email received will be as shown below :

At this stage, they’ll only need to:

  • Create a password

  • Select what best describes their role

  • Review and accept the Terms & Conditions


​Since their name and email are already imported, the setup process is quick and straightforward.

Need help? Click the blue chat icon in Orah or email support@orah.com—our team is here to assist you every step of the way. Cheers !

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