Add your team members

• Go to Settings → Users → Create New User ( top right corner)
• Send email invites to the members of your team that you need to add on the Verloop dashboard
• Assign a role to the new members. Choose either one of the following based on the role you want to create:
  
  
  •  Admin
  • Agent
  • Manager
  • Business admin
  • User management admin

To bulk import user details and create new users:

• Click Upload button
• Download the User Addition excel template; fill it with required details
• Drag & drop/browse this file with an updated user details; make sure the file is of excel (xlsx) format.
• Once the list populates, select all the names for which you want to create users.
• 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. 
• Any department that does not exist, will not get created via this method
• Before clicking upload check the Status against each name.
• Also note, that we cannot:
  • Re-assign department or roles via this
  • Cannot assign
    
    Statuses explained:
    
    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 exists in your Verloop.io account, you will be able to see this warning
    
    3. ‘User already exists’ – If you try to upload the list even after seeing Duplicate User warning, you will be able to see this warning.
    
    
• You can also click restart upload if you want to try again. 
• Else click cancel.

To download user details:

Click Download next to the upload button and view the downloaded xlsx sheet.

The table below compares the abilities of the different members of the team.

* The Admin role can be split into Business Admin and User Management Admin roles for your organization. To know more, please talk to your Customer Success Manager.