---
title: "Import users"
slug: "import-users"
description: "Easily import multiple users to your project by uploading a CSV file. Assign roles and access before confirming the import for efficient team management."
updated: 2026-06-24T04:21:39Z
published: 2026-06-24T04:21:39Z
canonical: "docs.document360.com/import-users"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import users

You can use the **Import users** feature to add more than five users to your project at once. Users are added by uploading a CSV file containing their email addresses and names, with roles and access assigned before the import is confirmed.

---

## Why import users

When onboarding a large team, adding users one by one via the **Add user** dialog is time-consuming — it supports a maximum of 5 email addresses per operation. The **Import users** feature removes that constraint by letting you prepare a list of up to 500 users in a CSV file and upload them all in a single operation. This is the right approach when you are:

- Adding more than five users at once.
- Onboarding a new team, department, or cohort of contributors.
- Migrating users from another system into Document360.

---

## Before you begin

- You must have the **Owner** or **Admin** project role.
- Have the email addresses, first names, and last names of the users you want to add ready.

---

## How to import users

1. Navigate to **Settings** () > **Users and security** in the left navigation bar in the knowledge base portal.
2. In the left navigation pane, navigate to **Users and groups** > **Users**.
3. Click **Add** > **Import users** to open the **Import users** panel.
4. Select the **SSO user** checkbox to add the users as SSO users.
5. If you selected the **SSO user** checkbox, select an SSO configuration from the **Select SSO** dropdown menu.
6. Download the CSV file template by clicking the **Download template** option.

![Import users panel showing CSV upload options, SSO user checkbox, and download template option.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Import%20users%20as%20csv.jpg)
7. Open the downloaded CSV file in a local application such as MS Excel.
8. Enter the new account emails and first and last names.
9. Save the CSV file, then click **Click to upload** in the dialog. You can also drag and drop the file into the designated drop frame.

The data will be validated, and the **Valid emails** and **Invalid emails** will be listed in the **Validation summary** table.
10. Click the **Skip invitation mail** checkbox if you don't want your new users to receive an invitation email.
11. Assign the **Portal role**, **Content role**, **Content access**, and **Group** for the imported users using the respective dropdowns.
12. Click **Import**.

> [!NOTE]
> **NOTE**  
> To add fewer than six users at once, use the [Add user](/help/docs/add-new-user) option instead.

---

## Best practices

- Always use the downloaded CSV template. Uploading a file with different column headers or formatting will cause validation errors.
- Review the **Validation summary** before confirming the import. Fix any invalid email rows in the CSV and re-upload if needed.
- All users in a single import batch receive the same portal role, content role, and content access. If you need different roles for different users, split them into separate import operations.
- Use **Skip invitation mail** only when you plan to notify users through another channel — users cannot log in until they receive and act on the invitation.