Users can be added individually or in bulk uploads, through the Service Delivery Console. Bulk uploads are often used when you are building your Surgery Connect System

Navigate to the User list in the Service Delivery Console

You can download a CSV file template to add multiple users at once. Access the Introduction to Users page (The Introduction to Users page will be displayed the first time you access the User list.)

Scroll down the page to see the Adding New Users options

Click Download CSV template

This will download a file onto your PC which can be opened in any spreadsheet program. You can also use .xls and .xlsx file formats, make sure the columns have the same names and are in the same order as on the template before uploading

Complete your User List and save ready for uploading
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​See our Guide on User Permissions

Click Manage Users at the bottom of the page

This will take you to the User tab of the Service Delivery Console

Click the Import Users button

There is a template available for you to download here as well. (Click on the blue here button if you need it)

Use the sample template if needed, and enter the details for the Users you wish to upload

Choose your saved file from your PC

Click Import Users

Surgery Connect will now upload the User details into the User table. When complete, you will see a confirmation screen

Select the bars to see the details

Any errors will be described so that they can be corrected. You can correct the template or spreadsheet and upload again, or add the Users individually, changing the required field to correct the error

Once uploaded, User details can be changed by using the Edit button. For full details on editing User details please see our guide

Navigate to the User list in the Service Delivery Console

Click the Import Users button

There is a template available for you to download here as well. (Click on the blue here button if you need it)

Choose your saved file from your PC

Click Import Users

Surgery Connect will now upload the User details into the User table. When complete, you will see a confirmation screen

Select the bars to see the details

Any errors will be described so that they can be corrected. You can correct the template or spreadsheet and upload again, or add the Users individually, changing the required field to correct the error

Once uploaded, User details can be changed by using the Edit button. For full details on editing User details please see our guide.