This step is where you upload your team using the CSV template, organized by department tab: Sales, BDC, Finance, Service, Management, and Admin.
Each tab only accepts specific User Type values, shown directly above the template on that tab. Copy the value exactly as shown. Anything that does not match exactly will cause that row to be rejected, so this is worth double checking before you upload.
If you are not sure which Permission Group to put someone in, base it on what they actually need to see day to day. Sales and BDC team members generally work leads. Finance and Management need visibility into deal numbers. Admin has full access across the system.
Additional Resources:
Deal Documents