We've simplified the process of adding or disabling multiple users to your Fellow workspace! Just upload a CSV file and we'll do the rest.
Note: You will need to be a workspace administrator on a Team, Business, or Enterprise plan to take advantage of this feature.
Enabling users via a CSV file
Visit Workspace settings --> Manage users
Click on More actions in the upper right hand corner and select Import users from a CSV file
You will then see a screen like this. When it comes to adding the users, you'll need to upload a CSV file with all the relevant information. Download the template CSV file to get started.
Import the CSV into your spreadsheet of choice. You'll notice that the first row contains the title of each column, and the second row contains a brief description of what information to add in each column.
Add the relevant information. The first 3 columns are required. The next 3 are optional, but are recommended to help your team get the best Fellow experience.
Here is a brief breakdown of what each column is for:
Name: the first and last names of the users you would like to add/update
Email: their company email
Role: their role in the Fellow workspace. Are they a member or an admin?
Manager Email (optional): the email corresponding to the person the user reports to
Job Title (optional): their job title.
Department (optional): their department within the company
Once complete, export the spreadsheet as a CSV and upload the file back into Fellow by either dragging and dropping the file or click on Upload updated CSV file and select the file.
Press Next
If there are any errors in the file, you'll see a message saying "We found errors on X users in your uploaded CSV". Download the annotated CSV file to see what the errors are and resolve them.
A description of the error will show up in the far right column. If you are having trouble, view the troubleshooting section below
If there are no errors, you are good to go! Fellow will show how many new users are going to be added and/or how many users will be updated.
Press Import users. Note: new members will contribute towards your overall member count for billing purposes.
Once imported, these users will now show in the list of users in your Manage users section. You'll be able to review/edit these users at any time!
Troubleshooting enabling users
Common errors that you might experience include:
The CSV file does not include the expected columns. To solve this, download the template from Fellow and transfer over the information.
The email is outside of your organization. To solve this, you'll need to invite them as a Guest separately.
The user type entered is not a valid option. For this field, the only values that will be accepted are Admin, or Member. Edit the values in the column to match one of those options.
The manager's email that has been added is not an existing Fellow user, and has not been included as part of this uploaded. To fix this, either add that email to the list of users that you would like to import, or remove the manager's email from the column. This is an optional field, so leaving it blank will not cause any issues.
Guest users cannot be listed as someone's manager. For the user that has a guest as their manager, leave their manager's email field blank.
Disabling users via a CSV file
Visit Workspace settings --> Manage users
Click on More actions in the upper right hand corner and select Disable users from a CSV file
You will then see a screen like this. When it comes to disabling the users, you'll need to upload a CSV file with the emails of the users who you would like to disable. Download the template CSV file to get started.
Import the CSV into your spreadsheet of choice. You'll notice that the first row contains the title of the column, and the second row contains a brief description of what information to add in the column.
Add the emails of the people your would like to disable
Once complete, export the spreadsheet as a CSV and upload the file back into Fellow by either dragging and dropping the file or click on Upload updated CSV file and select the file.
Press Next
If there are any errors in the file, you'll see a message saying "We found errors on X users in your uploaded CSV". Download the annotated CSV file to see what the errors are and resolve them. A description of the error will show up in the far right column. If you are having trouble, view the troubleshooting section below
If there are no errors, you are good to go!
You will see a confirmation message showing the total number of users that you will be disabling. Press Disable to complete the process
Those users have now been disabled! You can see a list of disabled users by clicking on the Disabled users tab in Workspace settings --> Manage users.
Troubleshooting disabling users
Common examples of might cause errors include:
An incorrect email that does not match an existing Fellow user. To fix this, review the list of emails and edit any that have errors
You will also only be able to ddisable users on your workspace. If there is an email on the list that does not match an existing account, this might also cause an error.
If you experience other issues, please contact [email protected] or reach our to your account manager directly.
Export a CSV list of users in your workspace
Quickly generate a list of users in your workspace by exporting this as a CSV. This is great for reviewing users, or preparing for a larger import/disabling of users using our bulk upload feature.
Visit Workspace settings --> Manage users
Click on More actions in the upper right hand corner and select Export CSV of all users
You will then see a pop-up like this. By default, guest users and deactivated users will not be included. To include them in the export, check off one or both boxes at the bottom of the modal.
Click Export CSV
You will then see a notification to confirm that your CSV file has been exported and downloaded.
You can then import the CSV file into the tool of your choice