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Create users

A guide to creating single or multiple users and filling in the bulk import table.

You can create individual users as well as multiple users

at once in the Admin Panel.

📌 Important general info:

  • The number of trainee licenses is set by contract.

  • The number of trainer licenses is agreed on with your contact person.

  • Once the maximum number of trainee licenses is reached, you can either purchase new licenses or remove existing users.

  • If you use SSO sign-in, you can't create new users in the Admin Panel. New users are approved based on the authentication rules configured for your specific SSO integration and, in some cases, need to be coordinated with your own IT team.

What data do I need?

To create a user, you need the following information:

✔ First & last name

✔ Individual email address (personal email addresses work too)

✔ License ID - only for the bulk import (the FAQ explains where to find it)

Create a single user:

Step by step:

1. Go to “Users” in the left navigation bar.

2. Then click the “Create user” button. A window opens. Click

“Create user” again there.

3. Fill in all fields marked with *

  • Email address

  • First & last name

  • Leave “Password method” set to verification email

Then click “Next”

4. If agreed:

Entity (trainers & trainees) - Select the entity the user belongs to

Managed entities (trainers only) - Select the entity the trainer manages

5. Choose a license: trainer or trainee (the number in brackets shows how many

seats are still available for this license type)

6. Click “Create user” - the user receives a verification email to

sign in to simpleclub. 🚀

7. 👉 If the user hasn't activated their account yet, you can

resend the verification email.

Create multiple users at once - bulk import

Step by step:

1. Fill in the file you received by email or download the CSV template from

the Admin Panel:

I. Go to “Users” in the left navigation bar.

II. Click the “Create user” button. A window opens. Click “Bulk import from CSV”

III. Download the CSV template & fill it in as follows:

Explanation of the individual columns

Column A: Email

The user's email address (without spaces)

Column B: Password

Leave this column empty (users receive a verification email)

Column C: First name

Enter the user's first name in this column

Column D: Last name

Enter the user's last name in this column

Columns E & F only need to be filled in if you have entities - this is agreed on with your

CSM!

Column E: Assigned Entity

This column must be filled in for all users (trainers and trainees).

Enter the ID here (e.g. location_XY)

I. In the Admin Panel, go to “Company settings”.

II. Switch to the “Entities” tab. There you'll find your company's entities with their

IDs - important: always use the lower name,

the upper one is the display name in the app (screenshot in the

FAQs)

Column F: Managed Entity

This column only needs to be filled in for trainers!

Enter the ID of the entity the trainer manages.

If a trainer should manage multiple entities or there is another

special case, please contact your CSM.

Column G: License ID

You can find the License ID in the Admin Panel:

I. To do this, go to “Company settings” in the left

navigation bar.

II. Then click “Licenses” - there is a separate license ID for

trainees and trainers (the ID is a combination of numbers and

letters)

Make sure to use trainee IDs only for trainees and trainer IDs

only for trainers!

Column H: Add-ons

Leave this column empty (it isn't currently needed)

2. After you've filled in the file with all users, save it locally

and then upload it in the Admin Panel:

I. Go to “Users” in the left navigation bar.

II. Click the “Create user” button. A window opens. Click “Bulk import from CSV”

III. Select the saved file

IV. Check “Update existing users” and click “Validate”

V. All entries are checked. If there are no errors, click “Create” to create the users.

Assign licenses or groups (entities) (SSO customers)

In the Admin Panel, you can assign the trainer license or the group (entity)

in an individual user's profile. This is an important feature when

this information can't be passed along via the email claims, as

described above.

If a new user (e.g. a trainer) signs in via SSO and no automatic license assignment

via the email claims is set up (see also

email claim configuration), the user automatically receives a

trainee license at first, unless a role (trainee or trainer) is

defined in the claims.

To give the user a trainer license, follow these steps:

1. Select the user

2. Open the profile of the user

3. Under “License”, select the trainer license

4. Under “Entity”, select the corresponding group

5. Important: Trainers can also manage multiple groups under “Managed

entities”

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