Add workers, import a CSV, or send invites

Adding workers one at a time

Workers in the side nav → Add Worker. Fill name, email, title, and starting permission profile. Save. The worker is created in Draft state until you mark them active.

Bulk import via CSV

Click Import Workers at the top of the Workers page. Download the CSV template (Name, Email, Title, Reach, Locations, Permission Profile), fill it in, upload it. Rows with errors are reported per-row so you can fix and retry.

Invitations and SSO

If your tenant uses SSO (Azure, WorkOS, or another Supabase OAuth provider) workers sign in with their work account on first visit. With email login, share the app URL, workers sign up themselves with the email you have on file and the system matches them to their pre-created profile.