How Can I Add Users?

How Can I Add Users?

You can use the following methods to add users:

• Manually using Quick Add
  
  • Add a single user by filling a form
  • You can copy/paste data from any spreadsheet editor
• Manually using Bulk Add
  
  • Edit a spreadsheet directly from the web interface
  • You can copy/paste data from any spreadsheet editor
• Automatically using a connection
  
  • This option is available only if you added a connection to a system such as SalesForce
  • We will determine which users exist at the source system, but not in Sales Cookie

Here are the steps to add users:

• Login to your workspace
• On the left pane, click on "Users > Add Users"
• Select the type of import you want (ex: Quick Add, SalesForce, etc.)
• Provide requested data
  
  • Quick Add - fill the form
  • Bulk Add - fill the spreadsheet (or copy/paste content)
  • Connection - no input needed (we will load the list of missing users)
• Select the desired role
• Select whether to send an email invitation
  
  • Edit the subject and body
  • Emails will be sent from @salescookie.com but using your own name as a display name, and a reply-to field set to your own email address (learn more)
• Confirm the addition of users
  
  • All users will be active by default
• Finalize the operation
  
  • Users will be added to your workspace
  • This is done as a background job

Import Duration

Importing users is quite fast, but not instant as emails must be sent, accounts created, etc. User import essentially runs as a background job.