As An Admin
Navigate to your Partners section and locate the partner for whom you'd like to import users.
Scroll to the bottom of the page and find the Partner Users section.
Click Add Partner User and select Import CSV.
In the new window, download the template if you haven’t already. Once ready, click on Select CSV file, choose your file, and then click Import Partner Users.
If there are errors in the CSV file, an error message will indicate what needs fixing. Correct the errors and try uploading your CSV again.
Once the import is successful, all users will receive an email with instructions to set up their account.
If the link in their welcome email expires, they can request a password reset with these steps to complete the setup.
As A Partner
As a Partner Owner, you can also add your team members in bulk using this feature.
Go to the Team Members tab.
Click Add Team Member and select Import CSV.
Download the template if you haven't already. When ready, select your CSV file.
Import your team members.
If there are errors in the CSV, you’ll see a message detailing what needs fixing. Correct any issues and re-upload the file.
Once the import is successful, all users will receive an email with instructions to set up their account.
If the link in their welcome email expires, they can request a password reset with these steps to complete the setup.
If you have any questions, please reach out to our team at [email protected]