Most admins will fill one seat at a time when adding users to their account. However, accounts with a large volume of new users may need the efficiency of adding those new users in bulk. Please follow the instructions below so we can help you get up and running quickly.
Bulk Upload Procedure
1. Download the GoCanvas Bulk User Sign Up file. This is an Excel .xlsx file type.
2. Fill out the required fields and as many of the optional screens in this sheet. The required fields are:
- Email address of new user,
- First and last name,
- Pricing plan,
- Your company name and the email address for the main admin of that account.
3. Save a copy of this file and attach it to a Support ticket
GoCanvas will add your users within 24 hours and send you an email back to confirm.