Import Users
You can import multiple users to your organization.
You can access the page by clicking on the Users tab from the sidebar and pressing the Add Users button on the top right side of the page.
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You can import multiple users into the fields using a CSV file rather than typing them out.
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Your CSV file should be of the following format:
first_name,last_name,email,user_type
Todd,Chavez,[email protected],stakeholder
Diane,Nguyen,[email protected],admin
Princess,Carolyn,[email protected],admin
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You can skip the
user_type
field if you wish to fill that field later, post import. By default, theuser_type
chosen will beUser
. -
To import your CSV file you can either drag and drop it on the page or click on the
select a file from your computer
link, on the top of the page.
- If you already have filled fields and choose to merge the CSV file data with existing rows, click on the Continue button in the modal for confirmation.
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Once the import is successful, you will see all the user details populated in the list. Click on the
Send Invites
button, on the bottom left, to invite them to your organization. -
The invited user will receive an email for verification. Until the user has been successfully verified, you will notice an icon indicating that
Verification Is Pending
against that User on theUser Page
. You can also choose to resend the verification email by clicking on theVerification Is Pending
icon should that be necessary.
- You cannot change an
Account Owner
using theImport Users
flow. - If an invalid
user_type
is detected, the system automatically changes theuser_type
toUser