.svg){kind=logo}
With the new User Management module, you can add multiple users to Obi in one go — and assign them to the right projects, groups, and teams in just a few clicks. This article is a guide to onboarding users within the module.
How Do I Add a User?
Users can be onboarded to Obi using the 'Invite new users' button in the top right corner of the screen. The onboard process is broken into 3 steps.
Step 1 - Adding Emails
The first step of the process involves inputting the emails of the users you wish to onboard to Obi.
You can add emails by typing the address and pressing 'enter', or by copying and pasting the email address into the input field.
You can also copy and paste multiple email addresses into the input field at one time, pressing 'enter' to add them.
Tip:
If you have a .csv file of your user emails, you can copy the email column and paste directly into the input field.
Step 2 - Confirming Users
In step 2, a table of all users being onboarded will be shown. If any of these users already have an Obi account, their company and status as an existing user will be visible on the table.
Users without an Obi account will need to be assigned to a company before moving to step 3. You will see a message on screen like the one shown below.
To assign a user to a company, select a company from the list shown in the dropdown. A status indication will show that this user is now ready to be added to the system. 
If the company you wish to add a user to does not exist, you can create it here in this table. Simply type the company name into the input field and press 'enter' to create it.
The company will also need a unique abbreviation. Once this is selected, click the 'add company' button. Your company has now been created and the user is now ready to be added to the system.
Step 3 - Add Users to Projects, Groups & Teams
The final step in the onboarding process is an optional step where the users being onboarded can be added to projects, permissions groups, and teams.
Note:
The teams field will only appear active if the selected project has existing teams set up. Teams can be set up in the Project Management module in Obi. See here for details.
Clicking the 'add new' button brings up a dialog. Here you can select a project to add the users to, followed by the permissions groups and teams you would like to add them to.
Once users have been added, click the 'finish' button to finalise the onboarding process.
Note:
In this step, all users being onboarded will be added to the selected projects, permissions groups and teams.
Individual users can be added to specific projects, groups and teams within the User Management module once they have been onboarded.
What Happens Next?
Users with existing Obi accounts will be automatically added to the selected projects once the onboarding flow is completed.
Users without Obi accounts will appear as 'invited' on the user table. They will receive an email with a link to set up their Obi account.
''Invited' users can still be assigned to project tasks before their account set up has been completed.