Help and learning

Adding members with a CSV file

 

If you have a Team or Enterprise subscription, the admin of your account can add Members by uploading a CSV file. 

  1. Click on “Members” on the left side menu of the admin settings 
  2. Click “Invite members” in the top right corner.
  3. Select “import CSV file” in the pop-up window. 

Screenshot_2021-02-23_at_14.15.43.png


From here you can either upload an existing CSV file or view an example CVS file to learn how to add members.

The following scheme applies for the CSV file: 

Email (required), Name (optional) as header
johndoe@example.com, (name)

janedoe@example.com, (name)
etc

You can then choose to have a detailed report of the upload sent to your email address. Your invitees will be notified and you can track their invitations directly under the “Members” tab. You can also add members via email. More info here. 

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