Articles on: User Management

How to add Users to Spreadly

Welcome! In this article, we'll walk you through how to add users to your Spreadly account, what happens when you check the options for invitations and card creation, and what you need to confirm if you're updating existing users.

If your upload updates existing user info, you'll see a confirmation message before these updates are applied. You'll need to confirm this before anything changes.

1. Navigate to the Members Section

First, head to the Members area in your Team menu.

On the sidebar, click on Team > Members.

Navigate to Members

2. Click "Add members"

On the Members overview page, click on the big Add members button on the right.

Add Members Button

3. Fill Out the Add Members Form

Here’s where you can add your new users:

Manually fill out each row, or
Import a list using the Import Excel list option (template download available).

You’ll need at least email, first name, and last name for each user.

Add Members Form

4. Choose Your Options

At the bottom of the form, you’ll see three main options:

2) Send Invitations

Toggle this on if you want users to get an email invitation.
They’ll be notified their Spreadly account is ready and receive a link to log in.

3) Create Cards

Toggle this on to automatically create a digital business card for each member.
Pick your card template from the dropdown.

4) Finish

If some users already exist in Spreadly and the upload would update their information, you’ll see a message before anything happens. You must confirm this message before any updates are made.

When you’re ready, hit Save to complete the process.

5. Done

That's it! 🎉 You’ve now added users to Spreadly and (if you want) automatically invited them and created their business cards. If you run into any issues, just reach out to Spreadly Support – we’re here to help!

Updated on: 01/08/2025

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