There are several ways of onboarding users, but if you want to set up custom training and teams ahead of time, the easiest way may be to do a bulk user import.
The CSV format is pretty simple with four columns:
- EMAIL (string)
- ADMIN (TRUE or FALSE)
- TEAMS (list of strings)
- LICENSE (TRUE or FALSE)
If the ADMIN column is True, the user will have admin privileges for your organization.
The TEAMS column is a comma separated list of team names to add the user to. If the team doesn't exist yet, it will be created automatically.
If the LICENSE column is True and there are licenses available for your org, they will be assigned an open license.
Here is an example CSV:
EMAIL, ADMIN, TEAMS, LICENSE
firstname.lastname@example.org, TRUE, "Admins,Front End", FALSE
email@example.com, FALSE, "Front End", TRUE
firstname.lastname@example.org, FALSE, "Dev Ops", TRUE
This would add:
- email@example.com as an Admin to the teams "Admins" and "Front End" with No License
- firstname.lastname@example.org as a normal member on the Front End team with a license
- email@example.com as a normal member on the Dev Ops team with a license
Uploading the CSV
Go to the Users page in your Admin Dashboard and click the "Import Users" button.
You can also import users directly to a team from the Team Detail page:
Click the grey box or drag a CSV file into the grey box in the modal window that pops up.
Click the "Continue" button and wait for the import to complete. This could take some time, depending on how many users you are uploading.