From your Admin Dashboard, go to your Users tab.
Click on the Add Users button in the upper right, and then select the category of user you wish to add. To see which user type is best, click here.
To add users manually:
Click on Add Users and then head to the Add Manually tab and click on Continue.
Fill in the sections with the first name, last name and email of your team members. Click Create Accounts to add the input employees. They will now appear on your Inactive users list until they set up their account.
To Import users from Google or Microsoft contacts (Bulk upload):
Click on Add Users and then head to the One-Time Upload tab, select Google or Microsoft, and click on Continue.
We will scan the account for contacts and list them. You can choose the accounts you wish to add - simply uncheck those you do not want on the Upfort account - and then select Create accounts. They will now appear on your Inactive users list until they set up their account.
To add users by uploading a spreadsheet:
Click on Add Users and then head to 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 browser 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 to not 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. Note: do not add yourself or any other employees currently on the Upfort account to ensure there is not hiccups in processing your file.
Import users from Google or Microsoft contacts (Continous Sync)
Follow the links below for more information to set up a continuous sync with your:
Google Workspace