Use a CSV file to invite multiple users at once

Add users manually

1. From the left-side menu, go to Settings > Company > User management and click Invite users. 
2. Select Upload CSV at the top right.

3. Upload your CSV file:

   • Create a CSV file with columns for full name, email address, and role. Enter Admin, Standard, or Evaluator in the role column. Then select Choose file and select the CSV

   • Select Download template, complete the full name, email address, and role columns, then select Choose file and select the completed template

     💡Tip: Learn more about the different types of user roles.

4. Click Upload file and then Send invitations.

   

The users receive email invitations to join your company account. Each user must select the confirmation link, create a password, and log in.