To add one or more users in TAC, follow these steps on app.touchandcontact.com:
Go to the Users section
From the left menu, click on Users
In the top right corner, select Add users
At this point you can choose between two methods to add users.
βοΈ Option 1 β Manual entry Use this option if you need to add one or a few users.
Select Add via email address
Fill in the required fields (e.g. first name, last name, email, etc.)
Confirm to complete the entry
The user will be added to the team immediately.
π Option 2 β Import via file (CSV or Excel) Use this option if you need to add multiple users at once.
Select Import file
Download our CSV or Excel template
Fill in and upload the CSV or Excel file
Confirm the import
Once the process is complete, all users included in the file will be added to TAC.
