Two ways to add people
You can add employees individually or bulk upload them from a spreadsheet (CSV file). If you need to add more than 10 employees, we recommend the uploading a spreadsheet.
Fill out a spreadsheet with the following columns: First name, Last name, Email, ID (optional), Reviewer email (optional).
Export the spreadsheet as CSV file and save it to your computer. In Google Sheets, go to File > Download as. In Microsoft Excel, go to File > Save as.
2. Invite employees
When you're done entering employee information, select "Invite". The employee will receive an email invitation to join the business account.
1. Create a group
From the "People" section of your dashboard, select "Create Group" and then the purpose for the group.
2. Define programs
Give the group a name and description. Then, select which programs employees in this group can use.
3. Add employees
Select or add the employees you want to be in that group. A person can be in only one group at a time, but you can apply multiple programs to each group.
By use case