Docs / Workspace

Import users

Add up to 500 members at once from a CSV file.

Each imported person gets an account and an invitation, exactly as if they had been added one at a time. Importing needs user.manage.

  1. Open Users, Import users, and download the template.
  2. Fill in one row per person. The columns are First Name, Last Name, Email, Employee ID, Contact and Role, where Role is the name of an existing role.
  3. Upload the file and check it. Checking writes nothing and lists any problem by row.
  4. Fix the problems, check again, then import. The result lists who was added, skipped or failed, and why.
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