---
title: Add and manage your team on Violet
description: How organization admins add users individually or via CSV bulk upload, send invite reminders, edit member details, and remove users.
---

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3. [Team Management](https://help.joinviolet.com/provider-organizations?hsLang=en#team-management)

# Add and manage your team on Violet

## Invite users one at a time or in bulk, send reminders, and keep your roster current

As an organization admin on Violet, you manage your team's roster from one place: inviting new users, checking activation status, editing details, and removing people who've left. This article walks through each task.

### Open your Team page

1. Sign in to Violet and select **My organization** in the left-hand navigation.
2. Select **Team**.

The Team page lists every user associated with your organization, based on your submitted roster data or publicly available claims.

![Team Management](https://help.joinviolet.com/hs-fs/hubfs/Team%20Management.png?width=670&height=536&name=Team%20Management.png)

### Understand the team table

Each row shows **Name**, **Email**, **Role**, **Type**, **Status**, and **Actions**:

- **Role** — *Member* (can view their own Benchmarks and access education) or *Admin* (can also access organization insights, add or remove users, assign education, and send reminders).
- **Type** — *Clinical* (licensed and pre-licensed providers, and interns actively delivering care) or *Non-clinical* (staff not directly involved in patient care).
- **Status**: 
    - **Invited** — invited by email but hasn't activated their account yet.
    - **Onboarding in progress** — activated their account but hasn't completed their profile for benchmarking.
    - **Active** — activated their account and completed their profile.
    - **Pending removal** — a removal request has been submitted to Violet and is being reviewed.

Use the **Filters** dropdown to narrow the list by name, email, user role, user type, or status.

### Add a single user

1. Click **Actions** (top right of the table), then **Add user**.
2. Fill in: 
     - **First name**, **Last name**, and **Email**.
     - **User type** — Clinical or Non-clinical.
     - **User role** — Member or Admin.
     - **NPI (National Provider ID)** — required for clinical users. Adding an NPI ensures each user has a single account and helps Violet pre-fill their work history for a smoother setup. If the person doesn't have one, check **User does not have an NPI**.
3. Click **Add**. The new user receives a personalized invite email from Violet to activate their account.

### Bulk add users with a CSV

To add many team members at once:

1. Click **Actions** > **Bulk add users**.
2. Click **Download the template here** to get the CSV template. It uses these columns: 
     - **email** — e.g. john.doe@example.com
     - **first\_name** and **last\_name**
     - **clinical** — true or false
     - **user\_role** — member or admin
     - **npi** — the 10-digit NPI for clinical users (leave blank for non-clinical users)
3. Fill out one row per team member, then upload the file and click **Upload list**.
4. Violet validates your file and shows a summary of total users, valid users, and error rows. If there are errors, click **Export error list** to download the problem rows with the reason for each, fix them, and click **Upload corrected list**.
5. Click **Submit valid users**. Each added member receives a personalized invite email from Violet.

### Send invite reminders

- **One user:** open the row's **Actions** menu and click **Send email reminder**. Once it's sent, the item changes to *Email reminder sent*.
- **Everyone at once:** click **Actions** > **Send bulk invite reminders** to email every member who hasn't activated their account yet. (If you don't see this option, it may not be enabled for your organization yet — contact support@joinviolet.com.)

### View or edit a user

1. Click a user's row (or their **Actions** menu > **View user**) to open their details: account information, language proficiencies, and the Benchmarks they've earned.
2. To make changes, choose **Edit user**. You can update their user type, user role, and — if none is on file — their NPI. To change a user's email or name, contact support@joinviolet.com.
3. Click **Save**.

### Remove users

- **One user:** open their **Actions** menu, click **Remove user**, and confirm with **Yes, remove user**.
- **Many users:** click **Actions** > **Bulk remove users** and upload a CSV with a single **Email** column listing the accounts to remove.

Removals are submitted to Violet as a request and processed shortly after — affected users show a **Pending removal** badge in the meantime.

### Export your roster

Click **Actions** > **Export CSV** at any time to download your current team list.

### Related articles

- Assigning education and tracking your team's engagement
- Understanding your organization's inclusivity data and reports

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- [Providers & Care Teams](https://help.joinviolet.com/providers-care-teams?hsLang=en#main-content)
  
  
  
  
  
    - [Profile & Benchmarks](https://help.joinviolet.com/providers-care-teams?hsLang=en#profile-benchmarks)
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    - [Education](https://help.joinviolet.com/providers-care-teams?hsLang=en#education)
- [Care Coordinators](https://help.joinviolet.com/care-coordinators?hsLang=en#main-content)
  
  
  
  
  
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    - [Education & Engagement](https://help.joinviolet.com/provider-organizations?hsLang=en#education-engagement)
    - [Team Management](https://help.joinviolet.com/provider-organizations?hsLang=en#team-management)
- [Health Plans & Provider Network Managers](https://help.joinviolet.com/health-plans-provider-network-managers?hsLang=en#main-content)
  
  
  
  
  
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