SDL Desktop - Deployment - Creating a Spreadsheet of SDL Users

This guide outlines how to generate a user list to be entered into SDL Desktop for either a new customer or an existing customer looking to expand into another module.

1. The first step is to open Excel and create fields for the following: First Name, Last Name, Email Address, Department, Position, Inspector, Primary Subcode, Additional Subcodes, and Additional Notes. We use this sheet to generate your user accounts

   

2. Fill in your user details and  be sure to verify the spelling. Leave any fields blank that do not apply.  
   
   Note: If your users will be utilizing SDL Mobile, SDL Portal, or sending emails in SDL Desktop, they will need a unique email address.

   

3. Please save your work and send the user list to support@spatialdatalogic.com

   

Here's an interactive tutorial for the visual learners