Adding Users

Adding a single user

1

From the People section, click the Add (+) button to invite a user to your account.

2

Type in the user's first name, last name, email address, and optionally a custom message. If you would not like the user to receive a welcome email, uncheck the box before proceeding.

3

Click Send Invite. If the user you invited already has an account with the same email address, they will automatically be added to your account. Otherwise, they will be sent an email invitation and must accept the invite.

Adding users in bulk

Add new users and groups or perform bulk actions with a CSV import.

1

From the  People section, click the  Add (+) button on the right-hand side

2

Click Import CSV

3

Drag and drop the prepared CSV file into the dotted area or click choose a file to upload it

4

Select the correct header for each column then click  Next

5

Optionally, type a custom welcome message to the users you are importing

6

Select whether or not the imported users should receive a welcome email then click Next

Group Leaders have administrative privileges over the groups they belong to.

Org Leaders have administrative privileges over all users and groups in the organization.