Bulk Add Team Members

Required Permission

Add/Edit Users - You must have the Add/Edit Users permission to access this setting.

Add multiple team members at once by pasting from a spreadsheet or entering them manually in the Add Team Members dialog.

Overview

You can add multiple team members at once using the Add Team Members dialog, which supports both manual entry and paste-from-spreadsheet functionality.

Fields

The Add Team Members form accepts the following fields in order:

Column	Field	Required	Description	Example
1	First Name	Yes	Employee first name	John
2	Last Name	Yes	Employee last name	Smith
3	Email	Yes	Email address (used for login)	[email protected]
4	Departments	No	Department name(s)	Production
5	Roles	No	User role(s)	Project Manager
6	Employee #	No	Employee ID number	EMP001
7	Office Phone	No	Office phone number	555-123-4567
8	Mobile Phone	No	Mobile phone number	555-987-6543
9	Job Title	No	Job title	Senior PM

Multiple Departments and Roles

Team members can be assigned to multiple departments and multiple roles.

When pasting from a spreadsheet, separate multiple values with semicolons:

Field	Single Value	Multiple Values
Departments	Production	Production;Sales
Roles	Project Manager	Project Manager;Estimator

Paste from Spreadsheet

The fastest way to add multiple team members is to paste directly from Excel or Google Sheets.

Preparing Your Spreadsheet

Create a spreadsheet with columns in this exact order:

First Name	Last Name	Email	Departments	Roles	Employee #	Office Phone	Mobile Phone	Job Title
John	Smith	[email protected]	Administration	Administrator	EMP001	555-100-0001	555-200-0001	General Manager
Sarah	Johnson	[email protected]	Production;Sales	Project Manager;Salesperson	EMP002	555-100-0002	555-200-0002	Senior PM
Mike	Williams	[email protected]	Estimating	Estimator	EMP003	555-100-0003		Lead Estimator

Steps

1. In your spreadsheet, select the rows you want to add (without headers)
2. Copy the selection (Ctrl+C / Cmd+C)
3. In Readybuild, go to Settings > Company > Team Members and click Add Team Members
4. Click in the First Name field of any row
5. Paste (Ctrl+V / Cmd+V)
6. Review the rows
7. Click Add Team Members

tip

The paste function automatically creates one row per line in your clipboard.

User Roles

Available roles depend on your company configuration. Role names must match exactly as configured in your system — check Settings > Company > Roles & Permissions for the full list.

Departments

Department names must match exactly as configured in your system. Check Settings > Company > Departments for the full list.

note

Department and role name matching is case-insensitive. Unrecognized values are silently ignored — verify assignments after adding.

After Adding Team Members

New accounts are created and users receive an email invitation to set their password. Once complete, they can log in.

You can edit individual profiles after the fact to add:

• Profile photo
• Labor rates (for job costing)
• Notification preferences
• Additional permissions

Common Issues

Department or Role Not Found

• Check spelling matches configured names exactly
• Create missing departments in Settings > Company > Departments first

Duplicate Emails

• Each email must be unique — it's the login identifier

Inviting Team Members

For a simpler flow when you only need to send invitations without pre-filling details:

1. Go to Settings > Company > Team Members
2. Click Invite Team Members
3. Select a role and enter email addresses
4. Click Send Invites

Users complete their own profiles during signup.

Related

• Team Members Overview
• Roles & Permissions
• Departments