Bulk Team Member Creation
Use the Bulk actions page to create multiple team members at once. You must fill in the team member creation template CSV with details of each team member to submit the request. For information on team member types, groups, and group permissions, see Team Members and Groups.
The following roles can use the bulk team member creation action:
Organization admin
Organization assistant
Group admin
Contact admin
The column headers and field options in the template CSV file are case sensitive. The field options must be entered in the following format:
| Column | Case Sensitive Field Options |
|---|---|
team_member_type |
|
group_access |
|
user_role |
|
Depending on which team member type you want to create, some fields in the team member creation template CSV are mandatory. The following fields are mandatory:
| Team Member Type | Required Field |
|---|---|
| Contact |
|
| Account user |
|
