How to Add Several Team Members at Once with Bulk User Importing
Owners and Admins can use the Data Upload tool to bulk-import users into the Directory. Navigate to Company Settings > Data Import or start from the Directory:
Click Directory from the left navigation.
Click the Import users via CSV button in the top-right corner of the page.
Verify you're ready to proceed, then click Proceed.
Download our template.
Follow the instructions on the Data Import page to complete the template.
Upload your file in Company Settings > Data Import.
Adding licenses
Before uploading your file, you can add the number of licenses you'll need through the billing portal. We'll automatically add licenses to your account based on the number of Managee, Manager, Admin, and Coach roles uploaded.
Creating teams
One key benefit of the bulk upload process is that it assigns your new users to their teams in the same step. If you just created your company on Ninety or have more teams to add, be sure to create those teams before uploading your file.
How to download the template
Click the Download template button on the Data Import page to download our .csv file template for bulk user uploading.
User Roles Overview
You can select each user's role by writing it in the “Role” column of the template. Here's a brief description of each user role. Anyone without an assigned role on the template will be automatically designated as a Managee in Ninety, which requires a paid license.
Owner | Can view and edit company settings and all items within public and private teams. Is the only user who can delete the company account. |
Admin | Can view and edit company settings and all items within public and private teams. |
Manager | Can view and edit all items within their assigned teams. Can invite users and create new teams. |
Managee | Can view and edit all items within their assigned teams. |
Inactive | Does not have access to Ninety but can be assigned a Seat on the Org Chart. |
Observer | Has view-only access to items within assigned teams. Cannot own items such as Rocks, Issues, or To-Dos. |
Coach | Can view and edit the entire company account. Cannot own items such as Rocks, Issues, or To-Dos. |