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  1. Getting Started
  2. User Management

Adding Users

PreviousUser ManagementNextSetting Manager

Last updated 3 years ago

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Adding a humans one at a time:

  • Locate the blue Company Tile

  • Click the "Humans" icon

  • Click "Invite" at the top

  • Enter details of the new user

  • If you wish to send them an immediate email tick the box, otherwise if you prefer to pre-configure some of their settings such as team membership, manager, goals then leave this box unticked.

  • Click "Invite" to create the user

Bulk upload of humans:

  • Locate the blue Company Tile

  • Click the "Humans" icon

  • Click "Import" at the top

Now

Select your CSV file

set their manager
See file format and automation options here