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Tip: We advise only adding users to the system when you're prepared for user training or launching your platform, as they will receive an immediate invitation to join the platform upon being added.
Video Tutorial
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Global Admin: Adding Company Admins
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To upload multiple members at once, click on the [+] button in the members module.
Scroll to the bottom of the Invite new members form.
Click on the [CSV file] part of invite multiple members via a CSV file.
Click on Show instructions.
Download the Template file.
Add your members details to the file
email address
first name
last name
role (please enter them as below)
company_admin
member
Drag and drop / upload the csv file.
The file will automatically start processing.
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.
Global Admin enables SSO via:
Microsoft Azure
Google Workspace
Company Admin then enables SSO in their company profile
Edit Company Profile
Enable SSO
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