Which Method Should I Use to Add Users?

Last updated: November 10, 2026

Ambition offers several ways to add users, and the right one depends on how many people you are adding and whether your organization uses an integration. All of them start from the Create New User button on the User Management page.

Required permissions:

  • The Users: Create permission is required to add new users.

Choose a Method

  • Fewer than 15 users: Create each user manually with the Create User form on the User Management page.

  • More than 15 users: Upload a CSV file with the Upload Users button on the User Management page.

  • Users who already exist in Salesforce: Sync them with the Sync Users from Salesforce button on the User Management page. Salesforce users can also be uploaded by CSV if the file includes a column of Salesforce usernames.

  • Ongoing new hires: Automate user creation through Salesforce, single sign-on (SSO), or the User API so new users are added without manual work.

Note:

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