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Add people to your organisationStep 3 of 60:23 video

Import users in bulk

Create accounts for many people at once from a CSV file, and add them to a group.

Use a bulk import to add a whole team or department in one go. Prepare a CSV file with one person per row and these columns, in this order:

  1. First name
  2. Last name
  3. Email address
  4. Department (optional)
  5. Job title (optional)

A header row is fine: rows without an email address are skipped. Most spreadsheet programs can save a sheet as CSV, for example with File → Save as or Download → CSV.

  1. In the admin area, open Users & Roles from the side menu.

  2. Click Add user, then Bulk user import.

  3. Click Choose a CSV file and pick your file. The people in it are listed under Accounts to be created.

  4. Untick anyone you don’t want to import. To email everyone a link to set up their account, tick Send enrolment emails to imported users; leave it unticked if your organisation uses single sign-on.

  5. To add everyone you import to a group straight away, choose it under Optionally add all imported users to one of your groups. Only groups whose members you can manage are listed. Here we choose Sustainability Champions.

  6. Click Import 4 users. A message confirms how many users were imported, and the button changes to Done.

  7. Click Done. The new users appear in the list.

Importing doesn’t need a group. To add people who already have an account to a group, invite them from the group instead.