Add everyone at once, or let people sign themselves up
Paste a list of email addresses or import a CSV from the template, with each person's name, role and group.
Groups follow however you're organized: by location, by department, by region or as one big group.
Switch on self-registration and learners create their own accounts, so there's no roster for you to keep.
- Owner, admin and member roles, plus group managers
- One group on Free, and unlimited groups on Standard and Pro
- A basic self-registration form on Standard, and one you can customize on Pro
Sample data: an administrator invites one member, imports a roster from a CSV file, and adds three people to a new Onboarding group.
Members
6 members in your organization
| Member ↕ | Role ↕ ? | Group | Status | Job Title | ||
|---|---|---|---|---|---|---|
Aiden Cho aiden.cho@sweethomeelectronics.com | Owner | Everyone | Active | CEO | ⋯ | |
Maya Patel maya.patel@sweethomeelectronics.com | Admin | Everyone | Active | Director of L&D | ⋯ | |
Jordan Reeves jordan.reeves@sweethomeelectronics.com | Admin | Dev, Everyone | Active | Engineering Manager | ⋯ | |
Casey Lin casey.lin@sweethomeelectronics.com | Member | Sales, Everyone | Active | Sales Rep | ⋯ | |
Tyler Mendez tyler.mendez@sweethomeelectronics.com | Member | Ops, Everyone | Active | Operations Lead | ⋯ | |
Riley Park riley.park@sweethomeelectronics.com | Member | Sales, Everyone | Deactivated | Customer Success | ⋯ |
Invite Member
Send an invitation to join your organization
To make a member a group manager, invite them as Member first, then add them as a manager from the group page.
The invitee will join every selected group on acceptance.
When unchecked, the invitation is created without sending an email. You can resend it later from the Members list.
Import Members
Bulk import members via CSV file
1. Download the CSV template
The template includes columns: email (required), name, role (member/manager/admin), group
2. Upload your CSV
Drop your CSV here or click to upload
Max 5MB, .csv format only
team-roster.csv
6 rows · 2.4 KB
Add to group
Add 3 members to a group. Type a new name to create one.
Placeholder · Paste emails or upload a CSV




