When uploading a CSV file with multiple users, there are a few things that will need to be included. The file must include Name, Email and Permission in order to be accepted by our system. Title and Roles are optional but recommended for easy content assignment.

If you are missing a required column, you will receive an Import Failed notice with a failure reason. You will need to fix the errors and retry.

If you choose to include roles or teams, they must already exist in the system at the time of upload. Also, if you decide to apply more than one role to a specific user, please separate the roles by commas in your CSV file.

If you attempt to add more users than seats available, you will receive the below message. You can choose to upgrade your plan or close out of this message. In order to bulk upload all users, you will need to archive old users or upgrade your plan.

If a user with the same email already exists, they will not be added again. In this case, you will receive a Partial Import notice informing you of the emails already in use.

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