> For the complete documentation index, see [llms.txt](https://synap.ac/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://synap.ac/docs/platform/user-groups/adding-and-inviting-users.md).

# Adding and inviting users

The Add users workflow covers both people who already have a portal account and people who need one.

| Method                 | Use it when                                    | What happens                                             |
| ---------------------- | ---------------------------------------------- | -------------------------------------------------------- |
| Select users           | The accounts already exist                     | Selected accounts join the group immediately             |
| Invite or add by email | People can receive and act on email            | Existing accounts join; new people receive an invitation |
| Invite or add by CSV   | You have a larger list or additional user data | Synap processes rows from a comma-separated values file  |
| Generate accounts      | Learners will not self-register by email       | Synap creates accounts whose credentials you distribute  |

<figure><img src="https://3891068282-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWXE6hvHQFtER1a1Dm3l5%2Fuploads%2FlgykWkXOPCyBQNpQRxx8%2Fgroup-add-users.png?alt=media&#x26;token=ea8e8cce-0530-4089-b8a0-b06bfac5ec21" alt=""><figcaption></figcaption></figure>

Pending invites show people who have not yet completed the invitation. Use this view before sending duplicates or investigating why somebody cannot sign in.

For a CSV import, begin with a small representative file. Confirm the column headings, email and identifier format, Attribute mappings and resulting group membership before importing the full cohort.

{% hint style="danger" %}
Generated credentials provide access to learner accounts. Store and distribute them securely, and avoid sending a complete credential list through an unapproved channel.
{% endhint %}


---

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