How can we help you?
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Getting Started
- What is HuddleIQ?
- Creating an Account
- Members, Guests, and Visitors - Differences
- Your Profile
- What is a Board?
- What is the DashBoard?
- What is a Project?
- What is a Member?
- Becoming a Member or a Guest
- Notifications
- Task List
- What is a Visitor?
- What is an Invitation?
- Board Roles and Permissions
- Project Roles, Permissions, and Settings
- Free Forever Plan
- Providing Feedback
- Getting Help
- What's New
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Using the Dashboard
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Using the Board
- Alignment Aid
- Attendee's List
- Board History
- Borderless Video
- Changing the Background
- Changing the Object Shape
- Collaborator's Cursors
- Exiting a Board
- Export Embed Code
- Full Screen
- Import and Export
- Keyboard and Mouse Shortcuts
- Linking Objects
- Object Defaults
- Pasting on the Board
- Saving a Board
- Selecting Multiple Objects
- Selection and Panning
- Selection versus Edit Mode
- Settings & Integrations
- The Toolbars
- Track and Aid
- Undo and Redo
- Using the Board Map
- Zooming
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Board Tools
- Align and Arrange Objects
- Cards
- Chat
- Checklists
- Comments
- Comments List
- Container
- Creating Your Own Templates
- Custom Colors
- Documents and Presentation
- Embed iFrame or URL
- Eraser
- Export the Board
- Lists with Indents
- Library
- Lines and Arrows
- Objects
- Pen and Highlighter
- Polls
- Votes
- Presentation Mode
- Resources
- Shapes
- Images as Backgrounds
- Slides
- Sticky Notes
- Task Timer
- Templates
- Title
- Video and Screen Conferencing
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Templates
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Integrations
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Administrators
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Dashboard Video Tutorials
- Dashboard Basics: An Introductory Guide - Video
- Members, Guests and Visitors Differences - Video
- Managing Members & Guests - Video
- Exploring Projects, Boards & Dashboard - Video
- Private vs. Shared Projects A Comparison - Video
- Creating a Board A Simple Guide - Video
- Mastering 'My Boards' - Video
- Managing Board Operations Duplication, Moving, Renaming, Deletion - Video
- Board Information How to Get More - Video
- Profile Management Tips - Video
- Providing Feedback A How-To - Video
- Staying Updated Viewing New Features - Video
- Role of Administrators in HuddleIQ - Video
- Optimizing Your Organizational Profile - Video
- Subscription Management - Video
- Billing Management - Video
- Slack Integration: A Guide - Video
- Google Drive Integration: A Guide - Video
- Getting Help Resources & Tips - Video
- Recycle Bin A Comprehensive Guide - Video
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Board Video Tutorials
Import Members and Guests
Accessible from the Dashboard -> Administration -> Members & Guests
The import members and guest feature allows you to bulk add or bulk edit members and guests in the organization.
- Supported file formats are Text or CSV.
- The import file must contain a header line of: FirstName, LastName, EmailAddress, MaySetAvatar, Licensed, Type, Administrator
- Only “Yes” or “No” values are allowed for the fields “MaySetAvatar”, “Licensed”, and “Administrator”.
- Only “Member” or “Guest” values are allowed for the field “Type”.
The import file will add new members and guests if the email address does not exist; otherwise, it will edit the member or guest matching the email address.
Note: In case the import file doesn’t meet the specifications, it will provide a detailed outline of the specific issues encountered.
Applies To: Administrators
Plan Availability: Free*, Standard, Premium