Admins can add employees from the Users tab in the Upfort Admin Dashboard at any time.
To get started, head to your Admin Dashboard, go to the Users tab, and click on the Add Users button in the upper right.
Choose how you want to add employees
There are three main ways to add employees:
- Use Continuous Sync if you want Upfort to keep your employee list updated from Google Workspace or Microsoft 365.
- Use a One-Time Upload if you want to add a larger list from Google, Microsoft, or a spreadsheet.
- Add Manually if you only need to add a few people.
Continuous Sync
Follow the links below for more information to set up a continuous sync with your:
Google Workspace
One-Time Upload (Google/Microsoft)
Locate the One-Time Upload tab, select Google or Microsoft, and click on Continue.
You'll then need to authenticate your workspace in the same way as setting up a Continuous Sync:
Once your users are populated, you'll be able to select their roles. For more information about the roles available, see Different User Roles
One-Time Upload (Spreadsheet)
Locate the One-Time Upload tab, select File, and click on Continue.
Selecting this option will direct you to download an Excel file with the necessary format to upload your employees. Once your Excel sheet is formatted as needed, you can drag and drop the file or click to browse your files to select it.
Similar to adding contacts via Google or Microsoft, once your file is processed, you will see a list of employees to add. If you decide not to add someone after having them on the list, simply uncheck those you do not want on the Upfort account. When you have the list of team members you would like on Shield, select Create accounts.
Add Manually
Locate the Add Manually tab and click on Continue.
Fill in the sections with the first name, last name, and email of your team members. You'll also need to assign the users a role. To read more about the different user roles, see Different User Roles. Click Create Accounts to add the employee to the account.