Use the Team Member Import Specifications to assist with filling out the Import Template.
Make sure to select Team Member from the drop down to view the appropriate Import Specifications.
| Field | Data Type | Required | Description | Valid Values |
| Email Address | Text | Yes | Team Member's email address. Work email is recommended. | Text up to 100 characters. |
| First Name | Text | Yes | Team Member's first name. | Text up to 35 characters. Cannot contain html characters. |
| Last Name | Text | Yes | Team Member's last name. | Text up to 100 characters. Cannot contain html characters. |
| Username | Text | No | Team Member's username. Username must be unique. If blank, email will be used. | Text up to 254 characters. Cannot contain html characters. |
| SSO Identifier | Text | No | Used to identify a user if using SAML SSO. | Text up to 100 characters. Cannot contain html characters. |
| Source System Identifier | Text | No | Unique client provided ID Number. | Text up to 100 characters. Cannot contain html characters. |
| Access Level | Text | No | Team Member's assigned access level. | Text up to 30 characters |
| Brand | Text | No | Team Member's assigned brand. If blank, Primary brand will be used. | Text up to 32 characters |
| Access to All Locations | Text | No | Determines whether Team Member has access to all locations. | Must be either "Yes", "No" or blank. |
| Locations | Text | No | Team Member's assigned locations. | A semicolon (;) delimited list of locations. |
| Location Groups | Text | No | Team Member's assigned location groups. | A semicolon (;) delimited list of location groups. |
| Send First Time Login Link | Text | No | Determines whether welcome email is sent upon first login. | Must be either "Yes", "No" or blank. |
Include all of the required fields in your import template.
If using Unicode Characters save your file as CSV-UTF-8.
Be sure to use a (;) semicolon to separate location or location groups if importing multiple assignments for any Team Members.
Import a maximum of 500 Team Members per import.
Do not use import to edit existing Team Members, import will add new Team Members only.
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