Yes! Save time by importing all your users at once, in bulk, instead of adding them one by one. Take these 5 easy steps:
How to Import Users in Bulk:
(Note - team admins will need to be added separately. Those instructions are included towards the end of this article.)
Make sure you've gathered all the names and emails for all your users.
Open an Excel File or Google Sheet. In the first row, the required columns are
- password (this column is optional, but super helpful!)
Your sheet should look like this:
Add the names and email addresses of each of your users. Make sure names are capitalized and that emails are all lowercase.
If you choose to set a default password, you can make each password different or the same. (Pro tip: Giving everyone the same password is easiest, each user can always change and update their password later on once they've logged in.)
Save or download the sheet in a .CSV file.
In your Team tab, click "Add a Member" and "import CSV". Select the CSV you'd like to import, wait just a moment, and your users will be added automatically!
How to add an Admin
Want to add a fellow Admin user? You'll need to add them separately from the bulk import csv file.
- Click the Team tab
- Click "Add a Member"
- Enter their name and email address
- Check the "admin" box
Have questions? Reach out to your dedicated Customer Success Manager and we'd be more than happy to help!
Want to set up team training but don't have a team account yet? Submit a Demo Request here to get in touch with our Sales Team.