Importing multiple user accounts for monitoring

Last published : Jun 07, 2026
You can simultaneously assign multiple user accounts to the reviewer by importing the .CSV file. The .CSV file is not directly available. Instead, you can download the sample .XLS file and save it as .CSV. The sample .XLS file is available when you click Import under the Accounts to Monitor section.
To assign multiple user accounts for monitoring
  1. In the left navigation pane, select Role Management>Assign Accounts.
  2. Search for the user account to which you want to assign the reviewer role.
The Role Change page appears. To search for the required user account, you can use any of the following methods. The filtered options appears automatically.
  • Quick search: Enter the user name or email of the user account in the search field, and click the** Search** icon.
  • Advanced search: In the corresponding fields, enter the email, name, or role, and click** Apply**.
  • Role-based search: Select a role in the** Roles** section.
  1. Select a reviewer account for whom you want to import multiple accounts for monitoring.
  2. Under Accounts to Monitor, click** Import . The Import Monitor Accounts** window appears. Before you import the file, understand and perform the following steps.
  3. Click the sample .XLS file to download the sample file. Save this file as .CSV to provide email addresses of archive accounts you want to assign to reviewers for monitoring purpose.
  4. Retain (do not delete) the Primary Email Address column heading in the .CSV file.
  5. Delete all the text (including these instructions) below the Primary Email Address column heading.
  6. Use only primary email addresses of the archive accounts.
  7. After the .CSV file (in which you have mentioned the primary email addresses of the archive accounts that you want to assign in bulk for monitoring) is ready and saved, click Browse and select it.
  8. Click Import in theImport Monitor Accounts window.
  9. On the Role Change page, clickSave.