How to add or remove a whole group at once with a CSV

Goal

Instead of inviting people one at a time, upload a spreadsheet (CSV) to add (invite) or remove many team members in one go.

You need a team workspace and admin rights for this. Click your initials at the bottom-left to see your workspaces — the one you're in has a check mark next to it. If that's your Personal Account, click the team workspace you want instead; Workspace Settings doesn't exist on a Personal Account. You also need to be the workspace Owner or an Admin.

Quick path

1. Workspace Settings → Members → More team actions → Bulk Manage Members.
2. Upload a CSV of email addresses.
3. Choose Add or Remove, then click Upload.

Step-by-step

1. Go to Workspace Settings → Members, click More team actions (top-right), then choose Bulk Manage Members.

   

2. Prepare your CSV. Put all the email addresses in the first column. Optionally, add a second column with each person's role — Admin or Member. Anyone left blank is invited as a Member.

3. Click Select File and choose your CSV. If your file has a header row, tick Exclude column headers.

4. Pick the action — Add/invite users in the file to my team or Remove users in the file from my team — then click Upload.

Verify it's working

• After upload, the people in your file appear in (or disappear from) the Members roster.

Still stuck?

Before a big add, make sure you have enough seats for everyone in the file. Email success@boodle.ai — typical response within 8 business hours.