This is a guide for how to add users to your organization. If your organization has less than 10 users you can skip the first step, Add User Licenses.


Permissions Required: You must have the purchase users licenses permission and add/edit user permissions.


**To check if you have these permissions, go to Users and Teams inside Structure.


Overview

  1. Add User Licenses

  2. Add Or Upload Users

      1. Manually Add User

      2. Upload Users


1.Add User Licenses

The first ten users in your organization are free. Then there is a monthly fee per user. If your organization has less than 10 users you can skip this step.

  1. Click on the Structure icon in the left menu.

  2. Click on the Organization Settings card.

  3. Click on the Add User Licenses card.

     

  4. This is how many user licenses you currently have and the cost of your monthly bill. Click Next.

  5. Choose the number of user licenses to add from the dropdown. You will see how much that amount of user licenses will cost per month. You will also see the total amount of user licenses you will have and how much you will be charged per month.

  6. Check the box to agree to the terms of service, then click Next.

  7. Enter your billing info. All fields are required. Click Next.

  8. Review all your information and confirm that it is correct. If not, click the Previous button to navigate to the information you need to edit. Then click Finish.

  9. Click Close.



2. Add or Upload Users

You can manually add individual users or upload a spreadsheet of users. If you just added user licenses, skip steps 1 - 3.


Manually Add Individual Users:

  1. Click the Structure icon in the left menu.

  2. Click on the Users and Teams card.

  3. Click on the Add icon in the bottom right and click Add User.

  4. Here you can see how many user licenses your organization is using for your active users and how many are available for you to add users right now. Click Next.

  5. Make sure the Type in a single user option is selected then click Next.

  6. Enter the user’s name and email then click Next.

  7. Click the checkbox for the permission preset(s) you want to assign to the user, then click Next.

  8. Make sure the checkbox is checked to have the automatically generated password and login instructions sent to the user, then click Next.

  9. Review the info and confirm that it is correct, then click Finish.

  10. Click Close.


Upload a Spreadsheet:

The file you upload must have a .csv extension. The first line of the file should be the column headers: First Name, Last Name, Email, and any other info you have.

  1. Click the Structure icon in the left menu.

  2. Click on the Users and Teams card.

  3. Click on the Add icon in the bottom right and click Add User.

  4. Here you can see how many user licenses your organization is using for your active users and how many are available for you to add users right now. Click Next.

  5. Select the Upload a list option and then click Next.

  6. Click the Select File To Upload button.

  7. Choose your .csv file to upload then click Next.

  8. Click the checkbox for the permission preset(s) you want to assign to the users, then click Next.

  9. Make sure the checkbox is checked to have the automatically generated password and login instructions sent to the user, then click Next.

  10. Review the info and confirm that it is correct, then click Finish.

  11. Click Close.