Manage Teams
Admins can manage team assignments in bulk using a CSV upload. This tool lets you assign members to teams, remove them, or even create new teams—all at once. Admins can also invite new members when adding email addresses not in the group.
You’ll find this tool on both the Teams and Members pages in the Group Hub.
What you can do
With the CSV tool, you can:
- Add members to teams
- Remove members from teams
- Create new teams by naming them in the CSV
- Invite members using the same CSV
How to use the CSV Tool
1. Open the CSV Tool
Go to the Members or Teams tab in your Group Hub and select Manage Teams on the Bulk Actions by CSV dropdown.
2. Download the CSV Template
Click Download CSV Teams List to get started. The file includes:
- Email: The user's email address
- Teams: The teams you want to assign, separated by semicolons if adding to more than one (e.g., Team A; Team B)
3. Edit the CSV
Make your desired changes in the file:
- To assign a user to one or more teams, add team names in the Teams column.
- To remove a user from all teams, leave the Teams column blank.
- To remove a user from specific teams, list only the teams they should remain in.
- To create a new team, simply include a new team name that is not currently in the system—it will be created automatically upon upload.
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To invite a user, simply include an email that is not currently in the system assigning it to a team, if it is not assigned to any team the user will only be invited to the group.
Tip: Always keep a backup of the original file in case you need to revert.
4. Upload and apply changes
Drag and drop your updated CSV or click the upload box to select your file.
Then click Update Teams to apply changes.
What happens when you upload the CSV?
| Action | What to Include in the CSV | Result |
| Add to teams | Add team names in the Teams column | Member is added to the listed teams/ keeps current team |
| Remove from teams | Remove team names or leave column blank | Member is removed from the teams not listed (or all teams if blank) |
| Create new teams | Include a new team name | Team is created automatically and member is added |
| Invite members | Add an email address not on the group | Members will receive an invite and appear on the pending invites list. If the email is not assigned to a team member will be only invited to the group. |
*Members not listed in the CSV will not be affected.
Manage Roles
Admins can manage to assign roles to members in bulk using a CSV upload. Admins can also invite new members when adding email addresses not on the group.
You’ll find this tool on both the Teams and Members pages in the Group Hub.
What you can do
With the CSV tool, you can:
- Change the member's role
- Invite members using the same CSV and assign a role to them
How to use the CSV Tool
1. Open the CSV Tool
Go to the Members or Teams tab in your Group Hub and select Manage Roles on the Bulk Actions by CSV dropdown.
2. Download the CSV Template
Click Download CSV Roles List to get started. The file includes:
- Email: The user's email address
- Role: The roles assigned to each member
3. Edit the CSV
Make your desired changes in the file:
- To change the user's roles just change the role name on the specific member row.
- Accepted roles are Admin, Manager, Team Manager, Member.
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To invite a user, simply include an email that is not currently in the system assigning it a role, if it is not assigned to any role the user will be added as a member role.
Tip: Always keep a backup of the original file in case you need to revert.
4. Upload and apply changes
Drag and drop your updated CSV or click the upload box to select your file.
Then click Update Roles to apply changes.
What happens when you upload the CSV?
| Action | What to Include in the CSV | Result |
| Change Role | Edit role name on the row of the member | Members will have their role updated |
| Invite members | Input an email address that is not on the group on a row and assign a role to it | Users will receive an invite on their emails and after accepting it they will be added to the group with the specified role assigned to them. If an email is not assigned to any role the user will be added as a member role. |
*Members not listed in the CSV will not be affected.
Invite Members
Admins can manage to invite members to the group using a CSV upload.
You’ll find this tool on both the Teams and Members pages in the Group Hub.
What you can do
With the CSV tool, you can:
- Invite members to the group, already assigning them to a team and a role
How to use the CSV Tool
1. Open the CSV Tool
Go to the Members or Teams tab in your Group Hub and select Manage Roles on the Bulk Actions by CSV dropdown.
2. Download the CSV Template
Click Download CSV Template to get started. The file includes:
- Email: column to use for input users' emails
- Teams: column to use for input teams to be assigned to the emails placed in the email column
- Role: column to use for input role to be assigned to the emails placed in the email column
3. Edit the CSV
Make your input in the file:
- To invite users just add an email address not in the group.
- To add a user to teams (using the same CSV), simply include teams name on the same row on the “Teams” column. The teams you want to assign need to be separated by semicolons if adding to more than one (e.g., Team A; Team B). If an email is not assigned to a team, the member will be only invited to the group.
- To assign a role to the user (using the same CSV), simply include the role name on the same row on the “Role” column. If an email is not assigned to any role the user will be added as a member role.
- Accepted roles are Admin, Manager, Team Manager, Member.
4. Upload and execute the action
Drag and drop your updated CSV or click the upload box to select your file.
Then click Invite Members to start the invites.
What happens when you upload the CSV?
| Action | What to Include in the CSV | Result |
| Invite Members | Add email addresses on the “Email” columns | Members will receive an email of invitation and will be added to the pending invites tab in the members page. After accepting the invites, users will be added to the group. |
| Assign teams when inviting members | Assign teams names on the columns “Teams” on the CSV | When users accept the invites they will be automatically added to the team they were assigned on the CSV file. If an email is not assigned to a team, the member will be only invited to the group. |
| Assign roles when inviting members | Assign role name on the columns “Role” on the CSV | When users accept the invites they will automatically have the role that was assigned to them. If email is not assigned to any role the user will add as a member role. |
Note: It is not possible to update teams or roles using the “Invite Members” feature; all emails already on the group will be disregarded.
🆘 Still need help?
If you’re running into issues with the CSV upload:
- Make sure your CSV file uses the correct format
- Try uploading the template file again with a small test list
- Google Sheets is still the best option for working with CSV files during Bulk Actions, but if you run into issues, check our Application-specific instructions for CSV use for Microsoft Excel, Google Sheets, and Numbers.
If you're still having trouble, contact our support team, and we’ll be happy to help!
Contact Support