Each user has a profile that can be edited and imported into the system. Each of these fields can be limited so that the field is viewable and editable by the user or not (Admin > Settings > Field Permissions). In addition to the profile, there are two fields that are important to set up before uploading users. These fields are used to classify and categorize users:
Account Types: Each user can only be assigned one Account Type. These are used to determine the user experience and how that user type will behave within the platform (e.g., Student, Staff, Faculty, Alumni, etc.). To customize Account Types, navigate to Admin > Settings > General Settings > Custom Values > Account Types.
User Tags: Each user can be assigned multiple User Tags. These tags allow you to create categories to assign to users for reporting, emailing, and filtering purposes. (e.g., class year, academic program, housing assignments, demographic information, etc.). Each tag can be set to be accessible to either Admins only or not. To customize Admin Tags, navigate to Admin > Settings > General Settings > Tags > User Tags.
Once you have created these fields, you can begin the process of uploading users. Users can either be imported manually or through an automated process, such as API or SFTP. If you are looking to import users through API or SFTP, please check out this help article that outlines how to do so.