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1. To upload multiple members at once, click on the [+] button in the members module.

2. Scroll to the bottom of the Invite new members form. 

3. Click on the [CSV file] part of invite multiple members via a CSV file.  

4. Click on Show instructions. 

5. Download the Template file. 

6. Add your members details to the file

   • email address

   • first name

   • last name

   • role (please enter them as below)

     • company_admin

     • member

7. Drag and drop / upload the csv file. 

8. The file will automatically start processing. 

9. To finish, click Done.

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If your file is not formatted correctly or if members are already added you will get an error and members that have not been added will show as failed to add and it will highlight the members that failed. 

Company admins can only add company admins for their company or members.

Company Admin: Adding members via SSO

If you have setup SSO then Company Admins can add users via SSO. 

1. Global Admin enables SSO via: 

   1. Microsoft Azure

   2. Google Workspace

2. Company Admin then enables SSO in their company profile

   1. Edit Company Profile

   2. Enable SSO

3. When adding Members in the Members module the Company Admin will have the option to create an invite link and share the invite link.
   

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Note: Only Company Admins can add members via SSO. 

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See also: User Roles