The Rivo platform empowers businesses to perform bulk uploads of user data. This migration procedure is strategically designed to enhance efficiency, cut down costs, and improve overall financial management for companies.
How to Migrate:
- On the Organization Structure page, users will find a new "Bulk Upload" button, alongside the existing "Add User" button, facilitating the migration of user lists for their organization.
- To kickstart this process, the system offers a template available [^template_users.xlsx]) for users to download. They can then input user details into the template and re-upload it to the platform.Note: This user migration feature is applicable to both corporate and bank entities.
Comments
0 comments
Please sign in to leave a comment.