Adding Multiple Team Members
- From the drop-down menu, select Bulk team member
creation.
- Select Download the team member creation template,
then fill in the template with the team member details.
- Optionally, enter a unique case or reference number in the Case/reference
Number field. In the event that any actions need to be reviewed or audited, a unique case or reference number can be used to reference past requests.
- Optionally, select the check box to add a +1 in front of all
mobile phone numbers included in the CSV file.
- Select Next Step.The Bulk team member creation: data pre-check page opens.
- Review the team member records in the list and confirm
that there are no formatting errors or missing data.
