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Team - Import Users

Importing Users, adding Team.

Marjorie Galit avatar
Written by Marjorie Galit
Updated over a week ago

Dashboard > Settings > Lists > Import/Export Data


Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.

In order to Import Data, users will need Create permissions for Settings


Importing users is an important step and should be one of the first steps in implementing SiteMax.

You can import users to SiteMax by navigating to the "Import/Export Data" section in Settings. Download the user import template by clicking on the "sample CSV file"

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