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.
-
