Send email invites to the members of your team that you need to add to the Verloop.io platform. You can select from a range of roles for them.
Looking for specific information? Click the link below to jump directly to that section
- How to add your team members?
- How to bulk import user details and create new users?
- How to download user details?
How to add your team members?
- Go to Settings > Account > Users > Create new user (top right corner)
![](https://help.verloop.io/wp-content/uploads/2022/12/Create-new-user-top-right-corner-1024x608.png)
- Fill in their name, email, role and skills
![](https://help.verloop.io/wp-content/uploads/2022/12/Fill-in-their-name-email-role-and-skills-1024x607.png)
- Assign a role to the new members. Choose either one of the following based on the role you want to create:
- Admin
- Agent
- Manager
- Outreach Manager
- Profile Manager
- Email invites will be sent to the members of your team who are added to the Verloop.io platform under this section.
![](https://help.verloop.io/wp-content/uploads/2022/12/Email-invites-will-be-sent-to-team-members-1024x644.png)
How to bulk import user details and create new users?
- Click the Upload icon button next to ‘Create new user’.
![](https://help.verloop.io/wp-content/uploads/2022/12/bulk-import-user-details-1024x611.png)
- Download the User Addition excel template; fill it with the required details.
![](https://help.verloop.io/wp-content/uploads/2022/12/Download-the-User-Addition-excel-template-1024x608.png)
- Drag & drop/browse this file with updated user details; make sure the file is in Excel (.xls or .xlsx) format.
- Once the list populates, select all the names for which you want to create users.
![](https://help.verloop.io/wp-content/uploads/2022/12/select-names-to-create-users-1024x568.png)
- Ensure you have all the Departments present in the file matching the departments existing in your Verloop.io account. Else create the departments you require before uploading the file.
- In case a department does not exist, the User will not be created via this method.
- Before clicking upload check the Status against each name.
- Also note, that we cannot:
- Re-assign departments or roles via the bulk upload option.
- Statuses against an upload:
1. ‘Successful’ – If the uploaded user details are fresh and unique, you will be able to create a user successfully.
2. ‘Duplicate User’ – If the user details in the .xlsx file already exist in your Verloop.io account, you will see this warning.
3. ‘User already exists’ – If you try to upload the list even after seeing the Duplicate User warning, you will see this warning.
![](https://help.verloop.io/wp-content/uploads/2022/12/User-already-exists-1024x547.png)
- You can also click restart upload if you want to try again.
- Else click Cancel.
How to download user details?
- Click the Download icon next to the Upload icon button.
- A .xlsx sheet will be downloaded on your system from which you can view the user details.
![](https://help.verloop.io/wp-content/uploads/2022/12/Create-new-user-top-right-corner-1-1024x608.png)