> For the complete documentation index, see [llms.txt](https://guides.fieldedgeapp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.fieldedgeapp.com/product-tour-or-hq/team-management/accountless-users.md).

# Accountless Users

{% hint style="info" %}
Get to understand the differences and requirements of [different user types here](/product-tour-or-hq/team-management.md)
{% endhint %}

## Add a user

{% embed url="<https://youtu.be/_6bCQ5y17cw>" %}

To add an Accountless user and send them a download link and login instructions:

1. Go to the `Team Management menu.`
2. Open the `Accountless users` area.
3. Enter the user's name and phone number
4. Optionally, select `Send invite by SMS` to send a download link and login instructions.
5. Click `Create Accountless User`

(Now, don't forget to assign a list)

## Add Users in Bulk (CSV Upload)

For campaigns that need to onboard many Accountless users at once, you can upload a CSV file to add them in bulk.

### CSV Format

Your CSV file should include the following columns:

| Column    | Required | Description                          |
| --------- | -------- | ------------------------------------ |
| **Name**  | Yes      | The user's full name                 |
| **Phone** | Yes      | Mobile phone number (used for login) |

### Uploading

1. Go to the `Accountless users` area in Team Management
2. Click the `Bulk Upload` button
3. Select your CSV file
4. Review the preview to confirm the data looks correct
5. Click `Upload` to create all users

### Validation and Errors

During upload, FieldEdge validates each row:

* **Duplicate phone numbers** — if a phone number already exists as an Accountless user, that row will be skipped
* **Invalid phone numbers** — rows with invalid phone formats will be flagged
* **Missing required fields** — rows without a name or phone number will be skipped

After the upload, you'll see a summary showing how many users were successfully created and any rows that were skipped with reasons.

{% hint style="info" %}
After bulk upload, don't forget to [assign lists](#assign-a-list) to your new users so they can access contacts in the app.
{% endhint %}

## Assign a List

By default, an Accountless user won't have access to any lists in NationBuilder. A few quick things to know about assigning lists:

* You can assign *one or more* lists to a user
  * Alternatively, you can give the user to *all lists* – current a future – in your nation (use with caution)
* Any individual list can be assigned to multiple users.

{% embed url="<https://www.youtube.com/watch?v=Rl7UZ_OOkvo>" %}

To assign one or more lists to a user:

1. Go to the `Accountless users` area.
2. Click the `Edit` button (next to the user's name).
3. Select `Specific` to assign individual lists (or `All` to provide access to all lists in your nation).
4. Select the specific lists to assign to the user.
5. Click `Save List Assignment`

{% hint style="info" %}
Lists assigned to anyone else will show \*Assigned\*
{% endhint %}

## View user's last login

You can see the last time a user logged in on the far righthand side of the Accountless users area.

<figure><img src="/files/5jTNAphGFvOsiOPPPrjR" alt=""><figcaption></figcaption></figure>

## Remove a user

{% embed url="<https://youtu.be/ApXw5oMKE1s>" %}

To remove an Accountless user:

1. Go to the `Accountless users` area.
2. Select the user you want to remove.
3. Press the delete (trash can) icon.