Add individual users or groups of users to your Bonusly account using one of three methods: manual entry, CSV/XLSX upload, or invite link.
Best for: Admins, Permissions required: Global Admin
Choose the method
Method | Best when | What you need |
Manual Entry | Adding one person quickly | Name and email |
CSV/XLSX upload | Onboarding a batch of users with full details | A spreadsheet with name, email, department, etc. |
Invite link | Letting people self-register | Share your company's unique link |
Note: If your account uses an HRIS integration, users sync automatically from your HR system. You generally do not need to add users manually. See Adding Groups of Users to Bonusly for HRIS and SFTP options.
Adding a single user
Where to find it: Admin settings > Users > User Accounts
Click Add users in the top-right corner. The Add users panel opens.
Select Add a single user.
Enter the user's first name, last name, and email address. Optionally fill in department, location, and role.
Click Add user. The new user appears in the User Accounts list.
How to confirm it worked
The new user appears on the User Accounts page. You can filter by name or email to find them.
The user receives a welcome email with instructions to activate their account.
Bulk uploading users from a CSV/XLSX file
Where to find it: Admin settings > Users > User Accounts
Click Add users in the top-right corner. The Add users panel opens.
Select Upload CSV/XLSX.
Download the template file if you need the correct column format.
Prepare your file. Required columns: First Name, Last Name, Email. Optional columns include department, location, role, and user mode.
Click "Choose file" and select your prepared spreadsheet.
Click Upload. Bonusly processes the file and shows a summary of users to be added.
Review the summary. If everything looks correct, confirm the upload.
Note: If your file includes users who already exist in Bonusly, their records will be updated rather than duplicated. Watch for the "Archive users not in the list?" option: selecting it will deactivate any current user not included in your upload file.
Formatting Tip: To ensure a successful and timely upload, please make sure your .csv or .xlsx file is free of excess empty columns or rows and does not contain headers outside Download list's headers.
How to confirm it worked
Navigate to User Accounts and verify the new users are listed.
Check the User Import Management page for the upload status and any errors.
Adding users via invite link
Where to find it: Admin settings > Company > Account Settings
Under Company, click on Account Settings to see the option to share your company invite link. Make sure to click the blue tick box.
Then, click the Copy Link button, and share the link with anyone you'd like to invite to your account.
Tip: You must have 'Automatically Join' enabled for your company's unique invite link to appear.
How to confirm it worked
Self-registered users appear on the User Accounts page after completing signup.
Questions? Send us a note to [email protected]; we'd be happy to help!
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