Adding Users via User Import
Streamline user onboarding with Safe365's bulk import feature, enabling quick and efficient team access management through a simple spreadsheet template process.
Written by Cameron Arney
Updated at October 22nd, 2025
Table of Contents
Bulk user management is a feature for administrators looking to efficiently manage team access and permissions. Safe365 provides a streamlined process for importing multiple users simultaneously, saving time and reducing manual data entry.
How to Import Users
- Navigate to the Users section of your Safe365 dashboard
- Download the import template (next to 'Import Users' button)
- Complete the template with required user information:
- Email addresses
- Assigned Safe365 role
- Select 'Import Users' and upload your completed spreadsheet
User imports run in the background, automatically sending invites to new users. After initiating the import, refresh your page after a few minutes to view pending invites.
Large user imports may take slightly longer to process. Be patient and allow sufficient time for the system to complete the background tasks.
Understanding User Roles
Role assignment is required during bulk imports. Each imported user must be assigned an appropriate role that matches their needs. For comprehensive role definitions, refer to the Safe365 User Roles guide.