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How to Add Team Members

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Having a verified team adds a layer of security to secure communications by authenticating the identity of the communicating parties.

Add individual team members

Section titled “Add individual team members”
  1. Open the XQ Dashboard and click Team from the navigation bar.
  2. Make sure you’re viewing the correct team in the top-right corner of the dashboard. If you’re not in the correct team, click the team menu in the top-right corner, and then select the right one from the dropdown list.
  3. Click the + icon on the top-right corner above the existing team member list. Then, click Add New.

XQ Team page with Team selected, the team switcher, and the add menu open on Add New

  1. Fill out the form and choose one of the pre-defined roles from the dropdown list.
  2. If you have available seats in your account, you can mark the Assign user an email license / Assign user a Vault license checkbox to assign one of those seats to any User, Super User or Admin.
  3. Click CREATE CONTACT to trigger a confirmation email to your newly added team member.

Add a Team Member dialog with email, role, name, title and phone fields and the Email and Vault license checkboxes

  1. Your newly added team member will receive an email asking them to accept the invitation. Once they accept, the process is complete.

Join Your Team in XQ invitation email with an Accept Invitation button

Add Team Members in Bulk

Section titled “Add Team Members in Bulk”
  1. Open the XQ Dashboard and click Team from the navigation bar.
  2. Make sure you’re viewing the correct team in the top-right corner of the dashboard. If you’re not in the correct team, click the team menu in the top-right corner, and then select the right one from the dropdown list.
  3. Click the + icon on the top-right corner above the existing team member list. Then, click Import.

XQ Team page with the add menu open on Import

  1. Click GET TEMPLATES to download the JSON and CSV file templates required to bulk upload contacts.

Import Contacts page with the file drop zone and the Get Templates button highlighted

  1. Open one of the templates from your local file system and input your team members’ Emails, First Names, Last Names, Roles, Notifications, Titles, and Phone numbers.
  2. The file will contain instructions and demo users showing how to format your team members in the spreadsheet. The following screenshot shows an example from the .csv file:

CSV import template with column order notes and example rows

  1. Once you have populated the spreadsheet, drag and drop the file into the drop-zone or browse for it in your file folder.

Import Contacts page showing Ready For Import with 2 contacts found and the Import button

  1. All invited team members will receive an email asking them to accept the invitation. You can view their status in the dashboard by navigating back to the Team section.

Team list showing newly imported members with an Invited status

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