Adding Members to a Team or Cohort

After creating a team or cohort, add the employees who will participate.

Manual Entry

1. Click Add Participants on the team detail page.
2. Enter emails (separated by commas), with optional first and last names.
3. Click Add.

CSV Upload

1. Choose the CSV Upload option in the Add Participants flow.
2. Download the template, populate it with emails and names, and upload.
3. Review validation results and confirm.

Assigning Existing Users

If members are already added to your organization:

1. Click Add Participants and choose Assign Users.
2. Search for users by name or email from the company directory.
3. Select users to add and confirm.

This method skips the new-user invitation flow because the users already exist.