To add members to an organization, navigate to the Users item on the menu bar.
This will bring up a list of your organization’s user table, providing contact information and a summary of their behavior styles.
3. Above the table, notice the Add User button on the top-right corner.
Click it to reveal a dropdown menu with 3 options.
Upload Bulk CSV
Add Individuals
Add Multiple
I. Adding single employees
Add Individuals will bring a pop-up allowing you to enter details of one employee at a time. And assign the user subscription type.
Once the relevant details are typed in, click Add to Organization and the employee will appear in the user list.
II. Upload Bulk CSV
If you plan to add a bulk list of users to your organization’s dashboard, the Add Individuals option will be time-consuming. It will be easier to choose Upload Bulk CSV.
Selecting this option will bring up another pop-up to enable a CSV file upload.
If you need guidance on preparing the CSV file, click Download Sample CSV Template to review how the data has been organized. The CSV file will have three columns in this order: email address, first name, and last name.
Once the data has been assembled correctly, drag and drop the file or click Select CSV File to open a dialog box. Locate the file and click Open.
III. Adding multiple Users
If you fish to add a couple of users, you can user the 'Add Multiple Users' option and enter their emails comma separated and they will receive an email invite.
