Importing Users via CSV
Learn how to bulk import team members using a CSV file
3 min read
Updated 2/10/2026
Importing Users via CSV
Quickly add multiple team members to your organization using a CSV file during the onboarding wizard.
CSV Format
Your CSV file must include the following columns:
| Column | Required | Description | Example |
|---|---|---|---|
email | Yes | User's email address | john.doe@example.com |
name | Yes | User's full name | John Doe |
role | Yes | Permission level | admin, member, or viewer |
workspaces | No | Workspace access | "Sales,Legal" or "all" |
Example CSV
email,name,role,workspaces
john.doe@example.com,John Doe,admin,all
jane.smith@example.com,Jane Smith,member,"Sales,Legal"
bob.wilson@example.com,Bob Wilson,viewer,Sales
Role Definitions
| Role | Description | Capabilities |
|---|---|---|
| Admin | Full access | Manage users, settings, all contracts |
| Member | Standard access | Upload, edit, and delete contracts |
| Viewer | Read-only | View contracts and reports only |
Workspace Assignment
- Use
allto grant access to all current and future workspaces - List specific workspaces in quotes, separated by commas:
"Sales,Legal,HR" - If omitted, users get access to all workspaces by default
File Formats Supported
We accept .csv, .xlsx, and .xls files up to 10MB.
Step-by-Step Guide
- Prepare your CSV - Create a spreadsheet with email, name, role, and optional workspaces columns
- Export as CSV - Save or export the file as .csv format
- Navigate to the Users step - In the onboarding wizard, go to Step 3 (Users)
- Click "Import from CSV" - Select your file or drag and drop
- Review the preview - Verify the imported users look correct
- Complete the import - Click "Add Users" to send invitations
Troubleshooting
Common Issues
| Issue | Solution |
|---|---|
| "Invalid email format" | Check for typos or missing @ symbols |
| "Unknown role" | Use only: admin, member, or viewer |
| "Workspace not found" | Verify workspace names match exactly or use "all" |
| "File too large" | Split into smaller files (10MB max) |
CSV Tips
- Use UTF-8 encoding for special characters
- Don't include headers with spaces (use
emailnotEmail Address) - Wrap workspace lists in quotes if they contain commas
- Remove any blank rows from your spreadsheet
Email Invitations
Each user will receive an email invitation to join your organization. Make sure email addresses are correct before importing.
Download Template
You can download a sample CSV template directly from the onboarding wizard by clicking "Download Template". This includes example data and the correct column headers.