How to: Import Members

Step 1: Go to Team from the Manage section of the main menu.

Step 2: Click Import members.

Step 3: Import the information with a file upload or copy/paste the data directly into the provided spreadsheet. Make sure to include the headers: Name, Email, Phone, and Role.

Note: You can also set up a password for each imported member by clicking Add Field, then selecting Password.

Step 4: Click Start Importing.