--- title: Add Users to Boardable description: Add new users to Boardable and send welcome emails --- [Skip to content](https://docs.boardable.com/knowledge/add-users#main-content) ![boardable-logo-dark-1.png\]](https://docs.boardable.com/hs-fs/hubfs/Logos/boardable-logo-dark-1.png?height=38&name=boardable-logo-dark-1.png) Open main navigation Close main navigation - [Go to Boardable](https://app.boardable.com/login) [Go to Boardable](https://app.boardable.com/login) Advice and answers from the Boardable Team - There are no suggestions because the search field is empty. 1. [Help Center](https://docs.boardable.com/knowledge?hsLang=en) 2. [People](https://docs.boardable.com/knowledge/people?hsLang=en) # Add Users to Boardable ## Add new users to Boardable and send welcome emails #### [Add Users By Email](https://docs.boardable.com/knowledge/add-users#email) #### [Bulk Import Users](https://docs.boardable.com/knowledge/add-users#bulk-add) #### [Send Invitations Later](https://docs.boardable.com/knowledge/add-users#later) **Before You Begin** - You must be an organization admin to add or edit users. --- ### Add Users By Email 1. Select **Add Users** from the main menu or from the **People** page. 2. Enter the email addresses of people you want to add. 3. Assign the user(s) a role: member, observer, or admin.  1. [Learn more about roles in Boardable](https://docs.boardable.com/knowledge/roles-in-boardable?hsLang=en). 4. Optional: Assign the user(s) to a group.  1. You can browse your groups or search them by keyword. 5. Select **Add Users**. 6. Optional: Send an invitation message to introduce users to Boardable. 1. Select **Send Invitation Later** to enter additional profile information (e.g., first and last name) before sending the invitation.   **Note**: After users log in for the first time, their names and email addresses can no longer be updated by an organization admin. Only users themselves can make such changes. --- ### II. Bulk Import Users **Before You Begin**: You must add users to a CSV file. [Use this template](https://app.boardable.com/templates/user_upload_template.csv) and enter user information as pictured.  ![33 users in your organization](https://app.boardable.com/img/example_spreadsheet.png) The template includes user profile fields such as role, term, job title, company, contact info, and address. Complete as many fields as you like.  ⚠️ Do not change the column names or column order. Do not add columns. 1. Select **Add Users** from the main menu or from the **People** page. 2. Select **Import Users**. 3. Select **Choose File**, then select the CSV file from your device. 4. Select **User Type**, then assign users to a role: member, observer, or admin. 1. You must use a separate file for each role or group to which users are assigned. All admins to be created should be listed in one CSV file, for example, all observers in a separate file, and so forth. 5. Select **Update existing users** to update existing users with new data from your file; select **Skip existing users** to leave their data unchanged. 6. Select **Upload File**. 1. Boardable shows a "Complete" message when users are successfully imported. If there are errors in your file, Boardable will stop processing. Correct the errors and then re-upload your file. 7. Optional: Write an invitation message to introduce users to Boardable. 8. Invite users by choosing one of the following options: | **Send Invitations** | Immediately notify users. Only new users will receive invitations. | | --- | --- | | **Don't Send Yet** | Enter additional profile information before sending invitations. Users cannot join your account until you have sent invitations. | --- ### **III. Send Invitations Later** If you chose to postpone sending invitations, follow this process to notify users about their new accounts.  1. Select **People** from the main menu. 2. Select **Invite Status** → **Invite not sent**. 3. Optional: Select **Edit user profile** (✏️) to add more information about users before sending their invitations. [Learn more about user profiles](https://docs.boardable.com/knowledge/edit-user-settings?hsLang=en). 4. Select the checkbox next to Name to select all users. You can also select users individually. 5. Select **Resend Invite**. 6. Optional: Write an invitation message to introduce users to Boardable. 7. Select **Send Invitations**. --- Questions? 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