Security & Administration
Importing team members
Prepare staff names, emails, roles, and community references for review-first provisioning.
Prepare the file
Use first name, last name, email, role, and a community name or external reference. Repeat a staff member on separate rows when they need more than one community assignment.
Resolve issues
Invalid roles, protected roles, ambiguous communities, foreign references, and inactive memberships require correction and are not provisioned.