How to Add Users and Track Invitations

Overview

Adding a new user to BombBomb sends them an email invitation to create their account. Once they accept, they're billed against your license count and can start using the platform. This article covers how to invite users one at a time, upload them in bulk via CSV, and track who still needs to accept.

Who this applies to: Application Admins only
Plan requirement: Core, Core + Copilot, Enterprise

Heads up on billing: You're charged for a new license only after the invited user accepts their invitation — not when you send it. Make sure you have unused licenses available before inviting new users. Check your license counts at the top of the Manage Users page before you start.


Before You Start

Go to Manage Users in the left navigation. At the top of the page, you'll see a live summary of your account:

StatWhat it means
Total Active UsersPeople currently using BombBomb
Total LicensesLicenses assigned to active users
Pending InvitationsInvitations sent but not yet accepted
Paid LicensesTotal licenses on your plan
Unused LicensesLicenses still available to assign

If Unused Licenses shows 0, you'll need to purchase additional licenses before inviting anyone new. You do not need to purchase new licenses upfront just to send an invitation — you're only billed once the invitation is accepted, using an existing unused license.


Option 1: Add a Single User

  1. Click Add Users in the top-right corner.
  1. Fill in the user's First Name, Last Name, and Email Address — all three are required.
  1. Select an Account Role. You must choose a role before you can assign the user to a team:
  • Admin — full access to manage campaigns, content, and team settings
  • Content Admin — can create and manage content but has limited admin access
  • Member — standard team member access
  1. Under Teams, click + Add Team to assign the user to one or more teams and set their Team Role (Admin or Member).
  2. Check Application Admin if this user needs the ability to manage users, account settings, and billing.
  3. Check Do Not Send Invitation if you want to create the account without sending an email — useful if you're setting up accounts in advance and will share login details directly.
  4. Click Save to send the invitation, or Save & Add Another to keep adding users without closing the modal.

The user will receive an email with instructions to set up their account.


Option 2: Bulk Upload Users via CSV

Use this option when you're onboarding multiple users at once.

Step 1: Download the Template

  1. Click Upload Users in the top-right corner.
  2. Click Download CSV Template to get the correctly formatted file.

Step 2: Fill Out the Template

Open the CSV in Excel or Google Sheets. The template includes these columns:

ColumnRequired?Valid values
First NameYesAny text
Last NameYesAny text
Email AddressYesValid email address
Account RoleYesAdmin, Content Admin, Member
Team NameNoMust match an existing team name exactly, or leave blank
Team RoleNoTeam Admin, Team Member, Team Content Admin or leave blank
Application AdminYesYes or No
Do Not Send InvitationYesYes or No

A few things to know before you fill it out:

  • Each row = one user. Don't add header variations or extra columns.
  • The CSV supports one team assignment per user. If a user needs to be on multiple teams, add them via the single-user flow after upload, or update their teams manually afterward.
  • Team Name must match an existing team in your workspace exactly — including capitalization. If the team doesn't exist yet, create it first in Manage Team.
  • Team Name and Team Role can be left blank if the user isn't being assigned to a team.
  • Account Role, Application Admin, and Do Not Send Invitation must have explicit values on every row — don't leave them blank. If a user shouldn't be an Application Admin, write No. If you want to send them an invitation, write No for Do Not Send Invitation. The sample data in the downloaded template uses null as a placeholder — replace every instance with a real value before uploading.

Step 3: Upload the Completed File

  1. Click Choose File and select your completed CSV.
  2. Click Continue.

Each user in the file will be processed. Those with Do Not Send Invitation set to No (or left blank) will receive their invitation email automatically.


Track and Manage Pending Invitations

Click the Invitations tab to see everyone who has been invited but hasn't accepted yet. The table shows each person's name, Application Admin status, Account Role, and when their last invitation was sent.

Use the three-dot menu (⋯) next to any pending user to take action:

ActionWhen to use it
Resend InviteThe user didn't receive the email or the original invitation expired
Cancel InviteYou need to revoke access before they accept. You can re-invite them at any time.
Manually ActivateThe user is having trouble with the email flow and needs their account activated without it

Manage Existing Users

On the Users tab, use the three-dot menu (⋯) next to any active user to:

  • Log Into User's Account — view BombBomb as that user, useful for troubleshooting
  • Add/Edit User Teams — update which teams the user belongs to and their team role
  • View Video Stats — see that user's video performance data

You can also update a user's Account Role, Status (Active/Inactive), and Licensed status directly from the table without opening a separate screen.


Frequently Asked Questions

I don't see the Add Users or Upload Users button. Why?
Only Application Admins can add users. If you don't see these buttons, you don't have Application Admin privileges. Contact your Application Admin to get access or to have them add the user on your behalf.

A user says they never got their invitation email. What should I do?
Go to the Invitations tab, find their name, and use the three-dot menu to Resend Invite. Ask them to check their spam folder as well. If resending still doesn't work, use Manually Activate to bypass the email flow entirely.

Do invitations expire?
Yes. If a user tries to accept an old invitation and gets an error, resend it from the Invitations tab.

When does billing actually start for a new user?
You're billed once the user accepts their invitation. If you cancel an invitation before it's accepted, you won't be charged.

Can I add a user without sending them an invitation email?
Yes — check Do Not Send Invitation in the Add Users modal, or set that column to Yes in your CSV. Their account will be created but they won't receive an email. You'll need to share login instructions with them directly.

What's the difference between Account Role and Application Admin?
Account Role (Admin, Content Admin, or Member) controls what a user can do inside BombBomb — like building campaigns or managing content. Application Admin is a separate privilege that controls whether someone can manage users, account settings, and billing. These are independent — a user can have any Account Role and still be an Application Admin.

Can I change a user's email address?
No. Email addresses can't be edited once an account is created. If a user's email changes, you'll need to deactivate their old account and invite them again with their new email address.

My bulk upload failed. What should I check?
The most common causes are: a Team Name that doesn't exactly match an existing team, an invalid Account Role value, or a blank cell in Account Role, Application Admin, or Do Not Send Invitation. Those three columns require an explicit value on every row — blank or null won't work. Download a fresh template, compare your data against the valid values listed above, and try again.