How to Import Users

Importing a large number of users is easy. You can import any number of users by uploading a CSV (Comma-Separated Values) file. To get started, go to your account users screen. You can find that link in the top right navigation menu.

Click on the Import button to the top right of the screen.


Download the CSV template file to get started with a list of your users to import

When adding users to the CSV, be sure to include the user’s desired teams (comma separated) as they appear in your account. For example, [email protected] is a member of the Leadership and Sales teams. All users should have at least one team assigned so they have access to content once they receive their invitation email.

Once your CSV is finalized, upload it to the same import popup where you downloaded the sample CSV and click the Import button.

The system will process the CSV and provide a summary of the number of users found. Click the Import button again to complete the import process and add the users to your account. The new users will immediately receive an email with their temporary credentials and a link to login to the account.