You can add multiple team members at once through the Invite section or you can bulk import using a CSV file.
- Select Invite in the top right
- Fill out their First Name, Last Name, Email
3. You'll need to assign them a role
4. Optional - you can add them to a team.
5. You can continue adding more team members
6. Select Send Invite
They will receive a welcome email with a temporary password and a link to the platform.
They will be asked to reset their password and can edit their profile
Bulk importing will invite users to the platform.
- Select Import from the top menu
- Choose their Team (optional) and assign them a Role (mandatory)
- Upload a CSV file
- Note: There must be three columns (firstname, lastname, email) in your CSV file. The first row will be assumed as heading and will determine column order.
- Select Save
All Team Members will receive a welcome email and you will be notified by email when the import process is completed.
See Also: Adding new users