How do I add users to my Team or Enterprise account ?
Would you like to add new users to your TransferNow account? To do so, you need to be logged in to a TransferNow account and have an active subscription (TransferNow Team or higher).
You have several options:
Manually add a new user :
Click on the “Users” link in the top right-hand corner of your screen, or click on the “menu” button (3 horizontal lines) if you're using a tablet or smartphone;
Select the “Add a new user” button and fill in this person's details. You can define the user's “permissions” and associate him/her with a sub-domain;
Click on “Validate” and the user will receive an e-mail notification.
Import users (automate the addition of numerous users) :
We currently offer two methods for importing users:
Select a CSV file containing the users you wish to import :
Click on the “Users” link at the top right of your screen, or on the “menu” button (3 horizontal lines) if you're using a tablet or smartphone;
Then click on the “Import” button to access the user import manager and select a CSV file containing the contacts to be imported;
Format it as shown in the example below (without the first line of titles):
Here's an example: email, name, password, subdomain
sub-domain is optional, and only the e-mail address, first and last name and password are mandatory values.
Your CSV columns must be separated by commas, not semicolons or any other character, and the number of columns in your CSV must be the same as in the example above.
Maximum CSV file size: 500 Kb
Max. number of users per import: 1000
Check or uncheck the option to send login information by e-mail.
Validate and import your users.
Copy/paste users to be imported into a dedicated field :
Click on the “Users” link at the top right of your screen, or on the “menu” button (3 horizontal lines) if you're using a tablet or smartphone.
Then click on the “Import” button to access the user import manager, and follow the example below, adding one user per line in the field provided:
Here's an example: email, name, password
Check or uncheck the option to send login information by email.
Confirm and import your users.
To edit or delete a user, click on the edit/delete button on the corresponding user line.
To adjust the permissions linked to one or more users, use the edit button provided.
You have several options:
Manually add a new user :
Click on the “Users” link in the top right-hand corner of your screen, or click on the “menu” button (3 horizontal lines) if you're using a tablet or smartphone;
Select the “Add a new user” button and fill in this person's details. You can define the user's “permissions” and associate him/her with a sub-domain;
Click on “Validate” and the user will receive an e-mail notification.
Import users (automate the addition of numerous users) :
We currently offer two methods for importing users:
Select a CSV file containing the users you wish to import :
Click on the “Users” link at the top right of your screen, or on the “menu” button (3 horizontal lines) if you're using a tablet or smartphone;
Then click on the “Import” button to access the user import manager and select a CSV file containing the contacts to be imported;
Format it as shown in the example below (without the first line of titles):
Here's an example: email, name, password, subdomain
sub-domain is optional, and only the e-mail address, first and last name and password are mandatory values.
Your CSV columns must be separated by commas, not semicolons or any other character, and the number of columns in your CSV must be the same as in the example above.
Maximum CSV file size: 500 Kb
Max. number of users per import: 1000
Check or uncheck the option to send login information by e-mail.
Validate and import your users.
Copy/paste users to be imported into a dedicated field :
Click on the “Users” link at the top right of your screen, or on the “menu” button (3 horizontal lines) if you're using a tablet or smartphone.
Then click on the “Import” button to access the user import manager, and follow the example below, adding one user per line in the field provided:
Here's an example: email, name, password
Check or uncheck the option to send login information by email.
Confirm and import your users.
To edit or delete a user, click on the edit/delete button on the corresponding user line.
To adjust the permissions linked to one or more users, use the edit button provided.
Updated on: 21/11/2024
Thank you!