Miscellaneous
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      INTERNAL - adding users to multiple communities at once

      1. Click into the Company in Admin
      2. Click on the 'People' tab
      3. Click 'Invite Employees'

      Import CSV method 

      1. Prepare a CSV file with the following headers: 
        1. First name
        2. Last name
        3. Email
        4. Role
        5. Community ID
      2. Populate your CSV file for all of the users you want to add. If a user should be added to multiple communities, enter one row per community ID (e.g., if Emily needs to be added to 10 different communities, she'll appear in 10 different rows each with a different community ID).
      3. Upload the CSV file and click 'Load CSV Data in Employees Panel'
      4. If there are rows that were missing data or contain invalid data formats, they'll appear in the  'Employees with invalid/missing data' table. You can correct the data and click 'Resolve Data'.
      5. Rows without missing/invalid data will appear in the Employees table. Here you can double check that all the information is correct for each user (e.g., role, the list of communities they should get access to)
      6. Click 'Invite Employees'

      As of Dec 2024, the CSV import method can only handle CSV files that have 5 rows on each import. For larger CSV files you need to break them into smaller CSV files and do multiple imports.

       

      Manual Entry Method

      If you're only adding a few users, this method might be faster than preparing and uploading a CSV file.

      1.  In the 'Employees' table click 'Add Employee Row'
      2. Fill in the user information as relevant 
      3. Click 'Add Employee Row' again if you want to add another user
      4. Click 'Invite Employees' when you're done entering info for all the users.