Article: Bulk Upload Assure Members and Assign Packages

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Bulk Upload Assure Members and Assign Packages
Member Types:

The Assure bulk upload process allows admins to create Assure member accounts and assign them to the appropriate Assure package in a single step.

It also provides the option to create:

  • A Student account in ACEMAPP Collaboration (includes a membership fee)

  • A Faculty account in ACEMAPP Collaboration

This streamlines onboarding by combining account creation and package assignment into one upload.

Step 1: Access the Assure Member Bulk Upload

From your School Home Page, click the "Members" dropdown, then select "Assure Member."

Members dropdown showing Assure member button.

Step 2: Choose Bulk Upload Option

Click the "+Create" dropdown, then select "+Bulk Upload."

Manage Assure members (affiliated) table highlighting create dropdown and bulk upload button.

Step 3: Download the CSV Template

Click "Download Template" to download the required CSV file for your upload.

Assure bulk upload page highlighting the download template button.

Step 4: Complete the Bulk Upload Template

Open the downloaded spreadsheet and enter the required information for each member who needs Assure access.

See help desk guide: Assure Member Bulk Upload Template Instructions

Assure bulk upload page highlighting the browse and upload file buttons.

Step 6: Review and Confirm Uploaded Member Data

Review the table and click "Confirm."

NOTE: Members with a status other than Good! won’t be processed. Click "Start Over" to fix issues or "Confirm" to continue with valid entries.
Assure bulk upload highlighting the confirm and start overt buttons.

Step 7: Verify Completion and Address Any Issues

The table will update to show which accounts were created.

Assure bulk upload highlighting the result column.

The 365-day access period for any billable member type.

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Assure Member Bulk Upload Template Instructions
Use this guide to ensure your bulk upload for Assure is accurate and successful.
Assure Admin User Guide
ACEMAPP Assure offers professional document review services to its members. This help desk guide is intended to be a general resource for Assure Admins and contains links to related help desk guides.
Assure Requirement Packages
An Assure package is a set of requirements assigned to an Assure member. The Assure requirements included in a package and the approval criteria for documents uploaded to Assure requirements
Locate Your Assure Package Name for the Bulk Upload Template
Before completing your Assure Bulk Upload spreadsheet, you must enter the exact Assure package name for each member under Column D: Package Name.