How to add users

Add users

Options

Creating users to Tapify can be done in two ways:

• Individual: Add team members individually.

• Bulk import: Import multiple users by using an CSV file.

Individual

1. Navigate to your workspace's User management.

2. Click on Add button at the top right of this page.

3. Click on Individual to open the Add user modal.

4. Enter the details of the users and click on Add.

5. Now, the user has been added to your Tapify Workspace.

Bulk import

To streamline the process, you can choose to bulk import by using CSV file. This creates multiple users in one go. Here's how:

1. Navigate to your workspace's User management.

2. Click on Add button at the top right of this page.

3. Click on In bulk to open the Bulk upload modal.

4. Click on Download CSV file to download the template.

5. Fill in the template with the personal information for each user (each row corresponds to one user).

6. Upload the completed CSV file to the workspace. This will automatically create new users based on the provided information.

7. Now, the users has been added to your Tapify Workspace successfully.

The ‘account email address’ is a required email where the user will receive their invite. This email will not be displayed in their contact information.