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Profiles

Each profile in TROOP stores an attendee’s essential details, such as their email address and home location. From the profile view, you can also manage and edit their specific user roles.

There are three ways to create a profile:

  1. Upload CSV: Import large groups with detailed information using a spreadsheet template.

  2. Add a Person: Best for creating a single profile manually.

  3. Add Bulk: Quickly add multiple email addresses at once (perfect for small teams).

Upload CSV

Bulk Upload_Strive

Adding your team to the People Directory is the fastest way to get started. Click through the guide below to see how to upload multiple contacts using a CSV file.

💡 Before you begin: Ensure your contact list is ready. While many fields are optional, the email address, first, and last name are required for every entry.

  1. From the People Directory, click the arrow next to the green 'Add person' button and select 'Upload CSV'.

  2. For optimal uploads, click 'Download template"' By using our template, you ensure that your data aligns perfectly with TROOP’s fields saving you time.

  3. Open the file and fill in your contact information.

    • Mandatory: The Email field must be filled for every contact.

    • Recommended: We suggest including the Home City to help with travel planning and logistics.

  4. Save as CSV: When your list is ready, save or export the file as a Comma Separated Values (.csv).

  5. Return to the TROOP platform and click 'Drop a file' or browse to upload.

    Note: The maximum file size for uploads is 3MB.

  6. If the data is valid, you’ll see a success preview. Click 'Save' to add everyone to your directory.

💡 Keeping your directory current

Re-uploading a CSV is the fastest way to keep your directory accurate. When you upload a new file, TROOP uses the Email address to sync your data:

  • Update: Existing contacts will be updated with any new info (like a new Home City).

  • Add: New email addresses in the file will be created as new profiles.

  • Remove: Contacts not included in your new CSV will be removed from the directory.

Add a Person

Click through the steps below to learn how to create a profile. Detailed explanations for each section will follow.

 

💡 To edit an existing profile, click the email address to open the side panel and make changes.

Personal details


You have the option to input the name, phone number, date of birth, home location, passport country, dietary restrictions, and accessibility needs. 

💡 The home location should be an airport or a city that includes an airport.

Work details

Screenshot 2026-01-28 at 4.02.31 PM

In this section, you can add a Job title to the profile. 

You can also view, add, or modify Teams associated with the profile.

➡️ Discover how to create Teams here

If the profile belongs to a user, you can view or modify their role.

Attendee contacts

Here, you can include emergency and delegate contacts in the profile. 

💡 A delegate contact is someone authorized to manage travel details on behalf of an attendee, such as an Executive Assistant or coordinator. For example, a CEO may have their assistant handle travel arrangements and communication, even if another team member is organizing the meeting.

Add Bulk 

Click through the steps below to learn how to add profiles in bulk. Each step will then be explained in more detail. 

  1. Click the green dropdown to the right of 'Add person.' Select 'Add bulk' from the list.

  2. Input the email addresses you wish to add, hitting the 'enter' or 'return' key after each entry. Then, click the green 'Add' button. 

  3. The profiles are now created. Click on each one to add additional details, such as home location and phone number.

💡 If copying and pasting, make sure the emails are properly spaced with commas separating each address.