Adding users in bulk
Note: only admins and account owners can add users
- Click on the Admin dropdown in the navigation menu and click User management
- Click Bulk upload on the top right of the screen
- Click Download CSV Template link to download the bulk upload CSV template
- Open and add users to the CSV template
- It's important that the layout of the CSV template doesn't change
- first_name, last_name and email headings must remain on the first row
- When you're happy with the CSV file, click Choose file and select your CSV file
- A preview of the users you're about to import will show
- You can optionally invite users at the same time as importing them by toggling on Yes, I would like to send an invite..
- If this is toggled on, you will be asked to confirm before import
- You can invite users at a later stage if you don't want to invite them at this point
- When happy, click Import
- You can view the progress of your import and stop the import if needed
- Do not leave the import page while importing
- When the import has finished, you'll see a summary of the import
- If there are any errors during the import you'll be able to review them here
- Imported users will be visible under User Management
Note:
- Imported users will be included in your next billing period
- It can take up to a minute for the billing screen to reflect the additional users