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How to Create Team Members in Bulk

Creating more then a handful of users at once can be tedious. We make it fast and efficient for you!


Important Note: Only Admin users can create team members. Please reach out to your Snapdocs Admin for assistance.

Step 1:  Log into Snapdocs and then navigate to your Settings page. 

Admin Settings

Step 2: Select the Team tab on the right hand side. 

Team Tab

Step 3: Select + Add team member. 

Add Team Member

Step 4: Select the Multiple Team Members tab and then follow the instructions on the page.

It is important to note that the document you upload follows the following rules:

  • Headers must include the following: First Name, Last Name, Email, Access Level. Column headers cannot be changed and all fields are required.

  • The document must be a CSV.
  • CSV cannot exceed 250 rows.

Multiple Team Members

 

Access Levels

View & Comment

  • Can only view a closing and write comments in the comments section.

Closing Editor

  • Closing Editors can only access and edit closings they've been assigned to.

Manager

  • Managers can view and edit all closings, but cannot change company settings.

Admin

  • Admins can change your company's settings, as well as view and edit all.