Adding Agents

You can add users to your account in three different ways:

• Individually from the Users page
• In bulk using a CSV import
• Programmatically using our API

Choose the method that best fits your workflow.

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Adding Users Individually

This is the fastest way to add a single user.

1. Navigate to the Users page.
2. Click the red “+” button in the bottom-right corner of the screen.
3. Fill in the following fields:
   • Name
   • Email
   • Any Optional User Fields you’d like to include
4. Click Save to create the user.

Once saved, the user will immediately be available in your system.

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Bulk Adding Users (CSV Import)

Use this option when adding multiple users at once.

1. Go to the Users page.
2. Click the Import/Export button in the top-right corner.
3. Upload a CSV file containing your users.
4. Submit the file to begin the import.

Important Notes:

• If a user already exists with the same email address, that user will be updated instead of duplicated.
• This allows you to safely bulk update users without creating conflicts.

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Adding Users via the API

You can also create or update users programmatically using our API.

👉 View the full API documentation here:
https://gobluebird.readme.io/reference/post_company-slug-profile-updateorcreate

This method is ideal for:

• Automated user provisioning
• Third-party system integrations
• Large-scale account synchronization