In this article, you'll learn:

  1. Who should you add to Divvy?

  2. How to add people individually

  3. How to add people in bulk

Who should you add to Divvy?

An easy rule of thumb to remember: If your employees will ever spend money or submit reimbursements, they should be added to Divvy.

You can add as many employees as you would like, but you must be an admin to do so. Remember, you control if and when they spend. You’ll do this by assigning different roles and permissions—Administrator, Budget Owner, or Member—depending on how much access employees will need. Learn more about the roles in Divvy here.

Adding people individually

1. Select People from the left menu.

2. Click 'Add Person' in the upper right-hand corner.

3. When the Add person window opens, fill out the person's information.

Please note that an email is a unique field that can only be used once inside a Divvy Company.

4. Enter the user’s date-of-birth which is required for identity verification OR leave this field blank and the user will be prompted to provide this information.

Please see here for more information on the collection of personal information.

5. Under Permissions, check the box if the person being added is an Administrator.

You can add or remove the administrator role at a later time.

6. Check the box for Send invite if you would like to send the person being added an invitation to log in now (or you can invite them later):

Sending an invitation allows a person to set their password and access their account in Divvy.

7. Click Order physical card if you would like the person you are adding to have a physical card. (Keep in mind that even if a user has a card, they still cannot spend unless budget funds have been allocated to them.)

Please note that fees apply for expediting cards.

8. Click Add person to finalize the person creation process.

That’s it! Now that a person has been added, you can add them to a budget and assign them funds so they can start spending on physical and virtual cards.

Adding people in bulk

Only admins can add people in Divvy.

Important note: If you add people in bulk, physical cards will be shipped to the mailing address of your company (via standard shipping). Expediting card orders and alternate shipping address support for card orders is coming soon to the CSV uploader. Please contact us if you would like to expedite a bulk card order.

1. Select People from the left menu.

2. Click 'Add Person' in the upper right-hand corner.

3. In the Add person window, click Import People in bulk

4. Click on Download this CSV template to access Divvy’s CSV template.

5. Using the CSV template, enter your people into the file:

  • Under Date of birth, enter the user’s birth date in dd/mm/yyyy format. If this information is not entered for the person, they will be prompted to provide this information on their next login.

  • Under Admin, specify whether each person is an admin or not (Yes/No).

  • Under Send invite, specify whether each person should receive an invite to set their password and access Divvy once the CSV uploads (Yes/No).

  • Under Physical card, specify whether a card should be ordered for each person (Yes/No).

Please note that the file must be in .csv format, have all required fields completed, and cannot contain more than 150 rows. Otherwise, an error will be presented.

6. Once ready, drag-and-drop or click select file to upload on the Upload CSV screen.

7. Review the accuracy of your bulk upload before proceeding.

8. Click Import People to finish the upload process.

You will receive an email confirmation of your bulk people upload. If any errors have occurred, you will receive a modified version of your CSV file with an additional errors column specifying the remaining issues.

That’s it! Now that your people have been added, you can add them to budgets and assign them funds so they can start spending on physical and virtual cards.

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