Add each team member who uses Dive as a "User." There are two methods to add users:

• ① Invite by email: Invite using an email address as the ID. An invitation email is sent to that address, and the person completes registration by setting a password (this is the standard method).
• ② Issue email-free account: For field staff without an email address, issue a Login ID and initial password without requiring email.

① Invite by email

1. Open "User management" in the sidebar, click "Add user," and select "Invite by email."
   
2. Enter the required information and click "Send invitation email" at the bottom when complete.

① Email address
This is used as the user's Login ID. Enter the user's email address. An invitation email will be sent to the address you enter.

② Permission
Select the user's permission level. For details about the differences in permissions, please check here. Permissions can be changed even after invitation.
Note that you can only assign permissions at or below your own permission level (for example: if an Owner is adding a user, they can assign up to Owner; if a Team Administrator is adding a user, they can assign up to Team Administrator).
※During the trial phase, many users assign all members as Team Administrators for the purpose of testing all features comprehensively, then change permissions to match actual needs during full operation.

③ Group Affiliation
Select the group to which the user belongs. Choose the group you created earlier. Group affiliation can be changed even after invitation.

④ Name
Enter a name for the user. It is recommended to use the person's real name. The name can be changed even after invitation.

② Issue email-free account

For field staff without an email address, you can issue an email-free account. Users log in using Login ID and password instead of email.

1. Open "User management" and click "Add user"
2. Switch to "Issue email-free account"
3. Enter name, permission, and group affiliation (Employee ID/Login ID is optional; auto-assigned if blank)
4. Click "Issue"
5. Distribute the displayed Login ID and Initial password to field staff

※ Owner permissions cannot be assigned to email-free accounts.

If a password is forgotten, an Owner or Team Administrator can reissue it.

Advanced: Bulk group and user setup via Excel import

For company-wide deployment such as with the Enterprise plan, it is more convenient to use Excel import for bulk setup during the initial phase. We recommend performing bulk setup via Excel import first, then making individual changes using the methods described above. Here we explain how to use the Excel import feature.

1. Click "Bulk change"
   
2. Click "Download current settings"
   

3. An Excel file like the one below will be downloaded. Fill in the cells with information based on your company's organization setup and save. The template consists of three tabs: "User list," "Group hierarchy," and "How to use." The column order in User list is fixed (read by position) in this sequence: Email/Login ID, Name, Permission, Email-free, Employee ID/ID, Notification email, Group Affiliation 1-10. For email-free account rows, enter "○" in the "Email-free" column and leave the Email column blank (auto-assigned).
   

   ● Email address
   Enter the email address that will serve as the Dive account ID. The invitation email will be sent to this email address.

   ● Name
   Enter the display name.

   ● Permission
   Enter one of: Owner, Team Administrator, Group Administrator, Created user, View-only user, or Guest.

   ● Group Affiliation
   Select groups defined in the "Group hierarchy" tab with full path (e.g. Manufacturing Department / Manufacturing Section 2).

   In the "Group hierarchy" tab, the full path is automatically created in column A when you enter the hierarchy structure starting from 1.

   

4. Click "Select Excel file" and select the edited file.
   
5. You can preview the import. Confirm there are no errors and click "Execute import."
   
6. It will show "Processing" and after a brief wait, the import results will be reflected in the system. Invitation emails will be sent to users invited by email. Initial passwords for email-free accounts are displayed and can be downloaded on the screen after import.