Step 3: Import Users

Step 3: Import Users

The final onboarding step is adding your team members. You have several options.

Import Methods

Manual Entry

Add users one at a time:

1. Click Add User
2. Enter email address
3. Enter full name
4. Select their role
5. Click Add
6. Repeat for additional users

Best for: Small teams or adding a few key users first.

CSV Import

Upload a spreadsheet of users:

1. Click Import CSV
2. Download the template (recommended)
3. Fill in user information
4. Upload your completed file
5. Review and confirm the import

CSV Template Format:

email,name,role
john@company.com,John Smith,member
jane@company.com,Jane Doe,admin-manager

Best for: Medium to large teams with user lists in spreadsheets.

Excel Import

Upload an Excel file (.xlsx):

1. Click Import Excel
2. Download the template
3. Fill in user information
4. Upload your file
5. Review and confirm

Best for: Teams already using Excel for user management.

Skip for Now

Not ready to add users?

1. Click Skip
2. You can add users anytime from the Users page
3. Share your invite code for self-signup

Required Information

For each user, you'll need:

Assigning Roles

Choose the appropriate role for each user:

See User Roles for detailed permissions.

Seat Limits

Users count against your seat limit:

• Each imported user uses one seat
• Invited users count even before they accept
• Check your available seats before importing

Running low on seats? You can upgrade your plan or purchase additional seats.

What Users Receive

When you import users, they receive:

1. Email invitation to join SenseiiWyze
2. Link to create their password
3. Information about your organization

After Import

Once users are imported:

• They appear as Invited in your user list
• They'll become Active after accepting the invitation
• You can track acceptance status in the Users page

Common Issues

"Email already exists" This email is already registered. The user may already be in another organization.

"Seat limit reached" You've used all available seats. Upgrade your plan or remove inactive users.

"Invalid CSV format" Check that your CSV matches the template format exactly. Common issues:

• Extra columns
• Missing required fields
• Special characters in email addresses

"Import failed" Try importing in smaller batches (50-100 users at a time).

Tips for Successful Imports

1. Use the template - Download and use our template to avoid formatting issues
2. Clean your data - Remove duplicates and invalid emails before importing
3. Start small - Test with a few users before bulk importing
4. Check roles - Verify role assignments before confirming

Need Help?

See Import Troubleshooting for detailed solutions to common import problems.