Yes! Save time by importing all your users at once, using a CSV file instead of adding them one by one.
How to Import Users in Bulk:
Step 1 - Have All Your User Information Ready:
Make sure you've gathered all the names and emails for all your users. (Note: team admins will need to be added separately. Those instructions are included towards the end of this article).
Step 2 - Create a New CSV file (or Download the Template)
Create a new Excel or Google Sheets file. Be sure to save it as a .CSV with a file name that you will be able to find easily later such as "MyTeamMembers.csv".
You can also download a template by going to the Team Members tab and selecting the "+ Upload CSV" button. At the bottom of the instructions window that opens there is a "Download CSV Template - all columns" button that will download the template CSV to your computer.
Step 3 - Add the Column headers
Note: If you downloaded the template in the previous step, the column headers will already be filled in for you and you can skip this step
In the first row, you'll need to add these required column headers:
You may also wish to add some of the optional columns. More information is available in Step 4 to help you decide whether you want to include them or not.
Step 4 - Add Your Users' Information
Add the required names, email addresses, and roles of each of your users. Make sure names are capitalized and that emails are all lowercase. Below are the details for the required columns:
Required Columns Details
|first_name||First name of a new user.|
|Last name of a new user.|
|Email address of a new user.|
|user_role||The options available are "Instructor", "Instruction Assistant", and "Member". Member is the default role. For more information about the available roles click here.|
Additionally, you may choose to add some of the optional columns for your users. Below are the details for the optional columns:
Optional Columns Details
|password||Password for a new user. Password must be at least 6 characters and do not have to be unique. Users whose passwords are set with CSV will not receive an invitation email.|
|location||Set a location for a user. Examples might be a city, specific office, or site location.|
|job_title||Job title for a user.|
|group_id||ID of the group that you are adding the user to. If left blank, user will be added to your main group. This field only needs to be filled in if you use sub-groups.|
|remove||This field is only used if you are modifying an existing team member to remove them from the group. If you want to remove the user from the group, enter TRUE. Otherwise, leave empty or enter FALSE. If you are creating a new user, leave empty or enter FALSE.|
|provider||Use this field to specify which authentication provider your users must use. If left blank, a user will be offered the choice of login providers. Available providers: email, Google (google), Microsoft (microsoft), Apple (apple). White labels may have more provider options like Azure Identity (azure_id) or Open ID Connect (OIDC).|
|trade||If you would like to specify your trade you can do so here. Available trades: Residential HVAC, Commercial HVAC, Electrical, Plumbing, Solar, Multi-Family Maintenance, and Facilities Maintenance.|
Step 5 - Save the File
Save or download the CSV file to your computer.
Step 6 - Upload the CSV
In your Team Members tab, select the "+ Upload CSV" button. Select the CSV file from your computer, wait a moment, and your users will be added automatically!
Step 7 - Ensure your team members access their accounts
It's a good idea to ensure that you know how your team members will access their accounts after you've added them. This is determined by whether you used the password column or not.
If you did not use the Password column, then your team members will receive an email welcoming them and asking them to verify their email addresses.
The subject line of the email will read, "Hi [team member's name], Please Verify Your Email Address To Complete Your Account". Inside the email there will be a link, which your team members will follow in order to set a password or choose another login method.
Team members who have not completed their account set up by following the instructions from the email will appear on the Team Members page with a "resend invitation" option under their Recent Activity column. You can resend their invitation email if they didn't receive it, or you can use the Pencil icon next to their name to set a password for them manually, which will allow them to sign in on your team's login page.
If you used the Password column to set your team members' passwords, then those members will not receive an invitation email, and you'll need to make sure you contact them directly to provide their passwords and the correct login URL for your team's account.
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 Members tab
- Click "Add a Member"
- Enter their name and email address
- Use the drop down menu to choose Instructor or Instruction Assistant, depending on the administrative privileges you want to assign.
Reach out to us using the Customer Support Portal, or email us at email@example.com. You can also contact your Customer Success Manager. We'll be happy to help!
Don't have a team account yet?
Submit a Demo Request here to get in touch with our Sales Team.