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Resource Center › Account & billing › Team members & roles

How do I add someone to my team?

operatordirectorLast verified Sep 30, 2026

Go to Account → Team & Permissions and click + Add person. Enter their name and email, choose what they can do, and click Add person. They get an email to create their password. To add several people at once, use ⇪ Bulk upload.

Where:

Account → Team & Permissions → + Add person (or ⇪ Bulk upload).

Adding one person

Click + Add person and fill in:

  • Full name and Email (both required), and Cell phone.
  • Optionally, click a preset to pre-check a typical set of permissions and notifications, then adjust anything.
  • Turn on Org Admin if they should have full access to everything.

Click Add person. You'll see one of these:

  • "Added. They'll get an email to create their password."
  • "Added — they already have a login, so no password email is sent." They can sign in with the login they already have.

Adding several people at once

Click ⇪ Bulk upload. Choose a starting preset (or "No preset" to start everyone with no access), then paste one person per line:

contactId, name, email, phone

Bulk upload needs each person's contact record ID in the first column. If you don't have them, add people one at a time with + Add person, or email info@tourneydirect.com and we'll help.

Everyone in the batch starts from the same preset. Adjust individuals afterward from the main list.

Good to know

  • After adding someone, click their row in the list to set exactly what they can do, which events they see, and what they're notified about. See A-06.
  • You need Org Admin (or permission to manage users) to add people.
Related:How does Team & Permissions work?How do I set what someone on my team can do?