Have a large team? You can also add users in bulk to your account provided you have enough number of licenses available. Makes life easier, eh? 😀



Here is a short video that will help you understand how to upload users in bulk-



To add user in bulk-

Go to the User Management Section and click on 'Upload User List' on the top right corner of the screen.

Download the sample CSV file. The CSV file contains the following fields:

username: assigned username for the user to login
email: email id of the user for login and notifications
phone: mobile number of the user to login using mobile OTP
team: the team you want to add for the user
type: type of user you want to add

Use “admin” for adding advanced users and “user” for adding basic users in the type column.
Only add the additional new users you want to add to the account on the CSV file. Do not add existing users.

Once, the CSV file is ready, upload the file from the same window.

All the users will be added to the account. If there are any errors in the uploaded file, you will receive a csv file with the errors. Please fix them and upload again.

Check out the image below for help.
Upload User List
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