Bulk Admin Creation

What is Bulk Admin Creation?

Bulk Admin files allow for up to 500 admins be created at once using either a .csv or .xlsx file. Admins can be created for any permission offered. 

Bulk Admin Creation can be found in the DailyPay Portal under the Configuration menu item. Only Full Permission admins have access to view and submit Bulk Admin files.

For information on Client Portal permissions, please refer to this article.

File Format

A Bulk Admin file must include the following columns: 

• First_name
• Last_name
• Email: the email cannot already be in use by another admin and must follow the accepted address domain of the company. For example: DailyPay would only accept name@dailypay.com. This is a required field.
• Work_phone: phone numbers are potentially used as a way for admins to reset their passwords. This is not a required field.
• Permission_level: Bulk admin files accept all of the possible DailyPay Portal permission levels. They can either be written with or without an underscore. Only one permission level can be listed in a single cell. The following permissions are available. 
  • Full_permissions, local_admin, view_only, operating_manager, onboarder
    • Note operatating_manager can only be used for clients with access to Rewards and onboarder can only be used for clients with access to guided enrollment. 
• Pay_groups: Pay groups are required for Local Admin and View Only permissions. If the columns are left blank for a Local Admin or View Only line item, the associated admin will receive access to ALL pay groups and/or locations by default. 
  • For multiple pay groups, list them with a comma separating each one in the associated cell. For example, "pay1,pay2" 
• Locations: Same rule for pay groups applies to locations. 
  • For multiple locations, list them with a comma separating each one in the associated cell. For example, "nyc,atlanta,houston"

How to Resubmit a Failed File

If a file fails to process, the file status will read "Failed" in the Bulk Admin table. Review the validation errors by clicking on the processed file under the "Processed Submission" column. 

Use the validation errors listed in column H to edit the file and resubmit the file under a new file name. The Bulk Admin feature will not process duplicate file names. 

If a single line item fails, the whole file will fail and no admins from the original file will be created.