Adding New Users Best Practice
In Ambition there are multiple ways to add Users. The best way for you depends on quantity and integration.
We recommend utilizing the option that best fits the amount of Users being added and integration your Organization utilizes
Options for Adding New Users:
- If you're integrated with Salesforce, we recommend you Sync Users from Salesforce.
↳ Users can also be uploaded via CSV, but will require a column of Salesforce Usernames.
- If you're uploading less than 15-25 Users, we recommend uploading Users manually.
- If you're uploading more than 15 Users, we recommend CSV upload.
If you have any questions about adding Users into Ambition, reach out to firstname.lastname@example.org.