Click Actions and select Bulk Add Users
This opens the Bulk User CSV Upload page.
Download the CSV template
Click Download Template on the CSV Upload page, or click the Overjet User Roles and Permissions Template link. Open it in Excel or Google Sheets.
Complete the template — one row per user
Every column must be filled in. See the column reference below:
Upload the CSV file
On the Select File screen, click the upload icon or drag and drop your completed CSV file into the upload area, then click Upload CSV.
Review the preview
Overjet shows a preview table with each user's email, name, role, and assigned clinics. Check all rows carefully before continuing.
Click Save and Invite Users
All users in the CSV are added. Each will receive an invitation email from [email protected].
User Roles
When adding or editing a user, select one of the four available roles. The role determines which areas of the Overjet platform the user can access.
Role | Practice View | Enterprise Analytics | Patient PHI |
Admin User | Yes | Yes | Yes |
Analytics User | Yes | Yes | Yes |
Clinical User | Yes | — | Yes |
Non-PHI Clinical User | Yes | — | — |
Note: Admin users can also add, edit, and remove other users through the User Management Platform. This permission is not available to any other role.