There are several ways to add people to your Effy AI workspace.
Add people individually
Go to the People section in the left navigation.
Click Add person.
Enter the person’s email address and assign a role.
First and last names are optional.Click Add people.
Notifications:
In the top-right corner, you can enable email notifications. By default, notifications are disabled, and invited users will not receive emails until they are added to a review.
Invite people from Slack
If your Slack workspace is connected, you can invite team members directly via the Slack integration.
Users are automatically matched by email address
Invited users appear in the People directory once added
Bulk import
For larger teams, you can add people in bulk.
Download the provided CSV/Excel template.
Fill in employee details, including:
Name
Email
Job title
Manager
Send the completed file to our support team.
We’ll process the bulk import for you — typically within the same business day.
A self-service bulk upload feature is currently in development.
Important notes
Each person must have a unique, valid email address.
If a person’s email changes, you can update it in their profile.
If duplicate profiles exist, contact support and we’ll merge the accounts for you.