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SUP-33 Update help center to include new create teams with CSV and updated add users with CSV #16

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merged 3 commits into from
Aug 12, 2025
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SUP-33 Update help center to include new create teams with CSV and updated add users with CSV #16

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3eb5d1e
Adds documentation for user and team CSV imports
vicenter-gitkraken Aug 12, 2025
19ae134
Clarifies team import requirements in CSV
vicenter-gitkraken Aug 12, 2025
5b10237
Clarifies team separation in CSV user imports
vicenter-gitkraken Aug 12, 2025
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54 changes: 51 additions & 3 deletions gk-dev/gk-dev-organization.md
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Expand Up @@ -143,18 +143,43 @@ To reallocate a license:

## Import and export users

To import multiple users via CSV, click the **Add Users** button, then choose **Import via CSV**. Be sure your file includes the following columns: `Email`, `Username`, `Role`, and `User License`.
To import multiple users via CSV, click the **Add Users** button, then choose **Import via CSV**. Be sure your file includes the following columns: `Email`, `Username`, `Role`, `User License`, and optionally `Teams`.

### User Import CSV Format

Your CSV file should include these columns:

| Column | Required | Description |
|--------|----------|-------------|
| Email | Yes | User's email address |
| Username | Yes | User's username |
| Role | Yes | User's role (Owner, Admin, User, or Billing Contact) |
| User License | Yes | License type for the user |
| Teams | No | Teams to add the user to (separate multiple teams with semicolons) |

**Example CSV for user import:**
```csv
Email,Username,Role,User License,Teams
Email,Username,Role,User License,Teams
john.doe@gitkiraken.com,johndoe,User,Pro,Frontend Team;Design Team
jane.smith@gitkiraken.com,janesmith,Admin,Teams,Backend Team
bob.wilson@gitkiraken.com,bobwilson,User,Pro,Frontend Team
ashton.kutcher@gitkiraken.com,ashtonkutcher,User,Pro,Design Team
constance.baker@gitkiraken.com,constancebaker,User,Pro,Design Team
```

> **Note:** When you include teams in the CSV, these must already exist. Otherwise, gitkraken.dev will ignore the teams column. A single semicolon is used to separate multiple teams.

<figure>
<img src="/wp-content/uploads/gk-dev-import-users.png" class="img-bordered center help-center-img" alt="CSV import modal in GitKraken">
<figcaption style="color:#888;text-align:center">Import multiple users via a formatted CSV file</figcaption>
</figure>

To export your current user list to CSV, click **Export via CSV**. The export will include columns for Email, Username, Role, and User License.
To export your current user list to CSV, click **Export via CSV**. The export will include columns for Email, Username, Role, User License, and Teams.

<figure>
<img src="/wp-content/uploads/gk-dev-export-users.png" class="img-bordered center help-center-img" alt="CSV export button in GitKraken">
<figcaption style="color:#888;text-align:center">Export a CSV of your organization’s members</figcaption>
<figcaption style="color:#888;text-align:center">Export a CSV of your organization's members</figcaption>
</figure>

***
Expand All @@ -165,6 +190,29 @@ Teams help you organize members within your GitKraken organization. Teams can al

Any member can create a team from the **Teams** tab in your organization at [gitkraken.dev](https://gitkraken.dev?source=help_center&product=gitkraken_dot_dev). For details on creating and working with teams, visit the [Teams](/gitkraken-desktop/teams/) documentation.

### Bulk Import Teams

To import multiple teams via CSV, go to the **Teams** tab and click **Create Team**, then choose **Import via CSV**. This allows you to create multiple teams at once and optionally add existing users to those teams.

#### Team Import CSV Format

Your CSV file should include these columns:

| Column | Required | Description |
|--------|----------|-------------|
| Team Name | Yes | Name of the team to create |
| Users | No | Existing users to add to the team (separate multiple users with semicolons) |

**Example CSV for team import:**
```csv
Team,Emails
Frontend Team,bob.wilson@gitkiraken.com;john.doe@gitkiraken.com
Backend Team,jane.smith@gitkiraken.com
Design Team,ashton.kutcher@gitkiraken.com;constance.baker@gitkiraken.com;john.doe@gitkiraken.com
```

> **Note:** The Users column is optional. If you include users, GitKraken will add existing users to the teams. Multiple users can be specified in a single cell by separating them with semicolons. Teams will be created if they don't already exist.

<figure>
<img src='/wp-content/uploads/gk-dev-teams.png' srcset='/wp-content/uploads/gk-dev-teams@2x.png' class='img-bordered center help-center-img' alt='GitKraken organization teams interface'>
<figcaption style='color:#888;text-align:center'>Use teams to organize members and collaborate efficiently</figcaption>
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