Skip to content
English
  • There are no suggestions because the search field is empty.

Adding Users to Your Workspace

There are two ways to add users who have not yet joined the workspace:

  • Add users individually by entering their email addresses.

  • Add users in bulk via CSV file.

Workspace permissions are managed through permission roles. If you cannot perform the intended action, please contact a user with an Innovator License to request a change in permissions.


Add users individually by entering their email addresses. 

  1. Click your workspace name in the top-right corner of the screen, then click [User]. Alternatively, from the sidebar menu in the Workspace Settings screen, click [User].
  2. Click [Create User] in the top-right corner of the screen.

  3. Edit the following fields:

    • Email Address/ Display Name/ Group/ Plan/License

You can set multiple Plan/Licenses for a user.You can use different plans based on the user's purpose or role.

 

Add users in bulk via CSV file.

  1. Click your workspace name in the top right corner and select [Users].

  2. Click [Users] from the side menu on the Workspace Settings screen.

  3. Click the three-dot icon (...) in the top right, then select [CSV Import].

  4. In the Import from CSV modal, click Download Sample to get the template.

  5. Drag and drop your edited CSV file (following the Input Rules*) into the Drag & Drop File Here area.

  6. Once File validation completed successfully appears, click Execute Import in the bottom right.

  7. Click [Yes] in the Start Import modal.

  8. You will receive a notification via the bell icon in the header once the import process is complete.