As an Admin
Go to Partners in the sidebar and select All Partners.
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 window that opens, download the CSV template if you haven't already.
Click Select CSV file, choose your file, and click Import Partner Users.
If errors are found, an error message will indicate what needs fixing. Correct the errors and re-upload the file.
Once the import is successful, all users will receive an email with instructions to set up their account.
For a visual walkthrough, check out the step-by-step video guide. If the link in a user's welcome email expires, they can request a password reset with these steps to complete their setup.
As a Partner Owner
Go to Account in the sidebar and select the Team tab.
Click Add Team Member and select Import CSV.
Download the CSV template if you haven't already.
Select your CSV file and import your team members.
If errors are found, 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 a user's welcome email expires, they can request a password reset with these steps to complete their setup.
If you have any questions, please reach out to our team at [email protected]