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How to create new users?

The new user can be created in two ways namely Individually or Multiple new users (bulk upload)

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Written by Saurabh Chaturvedi
Updated over a week ago

Admin or Team manager can perform the above action by following below ways:

  1. Navigate to User settings under Company Settings.

  2. User settings window opens.

  3. Click on the Invite a new user under all users.

  4. The settings window opens on the right side.

  5. Enter the details under Personal details section and choose a default location in the Personal defaults section.

  6. Click on the 2nd tab, Teams to select the team and click Save.

In order to create Multiple new users (bulk upload):

  1. Navigate to User Settings under Company Settings.

  2. User settings window opens.

  3. Click on the Invite multiple new users under all users.

  4. User Bulk upload screen opens.

  5. Fill in all the details which are Mandatory.

  6. Click on select file to upload the CSV template that has been saved with details.

  7. Click on Validate and select upload the users.

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