Bulk User Upload
This article explains how to download the user import template, fill in the required fields, save the file as CSV, and upload it to add multiple users to your workspace at once.
Bulk User Upload
The Bulk User Upload feature allows you to add multiple users to your workspace quickly and efficiently. This tool is especially useful when onboarding large groups or setting up a workspace for the first time.
1. Downloading the Template
To begin a bulk upload:
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Download the provided template file
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Save it to your computer for editing
The template includes a basic set of columns, prompting you to enter essential user information.
2. Completing the Template
Once opened, the template will guide you through the required fields to populate.
What You Can Enter
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User details (based on the template columns)
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The role each user should have
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Whether or not you want to send the welcome email
A completed template should simply contain the users you want to add and their corresponding settings.
3. Saving the File as CSV
Before uploading:
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Ensure the file is saved in CSV format
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Confirm that the data is complete and formatted correctly
Only CSV files can be uploaded for bulk user import.
4. Uploading the CSV File
To upload your prepared file:
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Select the CSV file in the Bulk Upload interface
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Start the upload
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A progress indicator will appear as users are being added
When the upload completes, all users from the file will have been processed.
5. Completion
Once the upload finishes, your bulk user operation is complete. The users you included in the CSV file are now added to your workspace based on the roles and options you specified.