# Upload Retail Admin users for your stores

> Create Staff and Store_Manager accounts for every store by uploading a CSV under Company Settings → Retail Admin Set-up, then share the login link.

How-to guide · Company Set-up & Users · Last updated 18 September 2026

URL: https://personalisationhub.com/support-centre/company-set-up-and-users/upload-retail-admin-users-for-your-stores/

Store managers and staff sign in to the Retail Admin site (the staff tablet) with accounts you upload as a CSV file. One upload creates the accounts for every store and sets the password each person uses the first time they sign in. Allow about 15 minutes plus the time to fill in the spreadsheet.

## Before you begin

- An HQ Admin account with the Admin role.
- Every store already added to the platform with a unique **Store Code** — see [Step 6 — Add your stores from Google Places](https://personalisationhub.com/support-centre/platform-installation/step-6-add-your-stores-from-google-places/). The store code is what links each user to their store.
- If you plan to roll out to a significant number of stores, consider [single sign-on (SAML) for store staff](https://personalisationhub.com/support-centre/company-set-up-and-users/integrate-single-sign-on-saml-for-store-staff/) first, so accounts are created automatically.

## Prepare the CSV file

1. In the left navigation, select **Company Settings**.
2. In the sub-navigation, select **Retail Admin Set-up**.
3. Select **Download Template** and open the CSV file in a spreadsheet application.
4. For each store, add one row per store manager and staff member.Only the roles `Staff` and `Store_Manager` are supported.

5. In the final column, enter the **Store Code** exactly as it appears under **Stores / Branches**.
6. Save the file in `.csv` format.

## Upload the users

1. On the **Retail Admin Set-up** page, drag the CSV file onto the upload area, or select the area and choose the file.
2. In **Default First-Time Login Password**, enter the password every uploaded user will sign in with the first time.
3. Repeat it in **Confirm Default First-Time Login Password**.
4. Select **Save Changes**.
5. Copy the login link shown at the bottom of the page (`https://<your platform domain>/retail-admin-web/login`) and share it, with the first-time password, with each store.

> **Important:** A row whose store code does not match a store in the platform cannot be linked to that store. Check the codes before you upload.

## Verify it worked

Under **Stores / Branches**, the 'Last Login' column will show the date & time will show for each Store when a retail staff member has logged in successfully.

## Next step

[Sign in to the Retail Admin site (no SAML/SSO)](https://personalisationhub.com/support-centre/company-set-up-and-users/sign-in-to-the-retail-admin-site-no-saml-sso/)

## Related

- [Enable virtual store queueing](https://personalisationhub.com/support-centre/queue-management/enable-virtual-store-queueing/)
- [Add reason-for-visit categories and sub-categories](https://personalisationhub.com/support-centre/queue-management/add-reason-for-visit-categories-and-sub-categories/)
- [Update the platform's SMS sender ID](https://personalisationhub.com/support-centre/queue-management/update-the-platform-s-sms-sender-id/)