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Adding Members on HumanCard Teams

Adding Members on HumanCard Teams

From the HumanCard Dashboard, click on the “Add Members” button in the top right and select from one of the three available options

  • Add by Email

    • Type out the email of the individual you would like to invite. If you are inviting multiple people, separate the emails with a comma

    • Click “Add Teammates”

  • Import via CSV

    • Upload your CSV or Excel file of data or download the provided CSV template by clicking on “Download CSV Template.” Make sure your CSV includes an email column.

      • If you chose the provided CSV template, enter the information you would like to upload into the template. If there is a field you would like to skip, simply leave that column blank.

    • Once uploaded, complete the mapping process by matching the HumanCard fields to the corresponding column within your CSV.

    • Click on “Add Teammates.”

  • Add Company Pages

    • Create company pages if you want to share information that is NOT associated with a team member.

    • For example, if you want to share information about your company from your conference booth, you could use a company page to do this. Any team member who is sharing a profile with information about themselves should be added via email invite or CSV upload.

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