If you need to add a lot of members at once, the bulk import tool lets you upload them from a CSV file - and assign them to Directorates and Teams in the same step. This article walks through the template, the rules, and what happens after import.
Where to find Import Members
Go to the Admin Panel > Structure > Members and click the Import button.
The CSV template
The template has 6 columns: First name, Last name, Email, Member type, [Directorate label] and [Team label].
đ Note: The Directorate and Team column headers use your app's configured terminology - for example "Region" and "Branch" - so they may not read literally as "Directorate" and "Team."
Column rules
Member type is required, and must exactly match an existing member type in your app.
Directorate is required for internal members. Every row with an internal member type must have a Directorate - if even one internal-member row is missing it, the entire file is rejected.
Team is optional for everyone, internal or external - including internal members whose Directorate has teams set up within it. Some people (directors, managers) sit at the Directorate level without belonging to any team, and that's a valid setup.
Directorate and Team are both optional for external members - leave them blank if they don't apply.
Team can only be filled in if Directorate is also filled in for that row.
Directorate and Team names must exactly match existing Directorates and Teams in your app.
Validation
If any row has an error, the entire file is rejected and the error messages are listed, so you can fix and re-upload.
For example, if any internal-member rows are missing a Directorate, the file is rejected with an error telling you how many rows are affected - fix those rows and re-upload.
After a successful import
Members are immediately assigned to the correct Directorate and Team.
â ď¸ Important: No notifications are sent automatically - you'll need to inform the new members yourself.
What's next
đ See How to invite users to your app via link or email to invite new members.
đŹ Need more help? Contact us anytime at support@goodsted.com.