Invite group of users at once

In order to invite a batch of users at once, you can list all the required fields in a .csv file format and import the file through the functionality that the platform provides to you.

To start the process you can click on the Import CSV file button designated in the invite user modal:

Next, you will be asked to set the role and site accesses for the batch of users to which you want to grant access, and drag& drop or browse a .csv file containing your users' information:

Your imported file should respect the following format and contain all the required information:

Email
First name
Last name
Description(optional)

first name 1

last name 1

optional info about user 1

first name 2

last name 2

optional info about user 2

...

Column names should be indicated in the file as shown above.

Email: This field corresponds to the email address of the user which needs to comply with a valid email format. This field is obligatory to be filled in.

First name: The first name of the user. This field is obligatory to be filled in

Last name: The last name of the user. This field is obligatory to be filled in

Description: The optional information about the corresponding user. This field is optional

sample file with correct user import format

In the checking step, the structure of your file is examined to make sure it complies with the requirements. In case of nonconformity, you will be notified by an error message. You would need to perform the corrections and retry.

When your file structure conforms with the requirements we proceed by inviting the users listed in your imported file.

At the end of the invitation process, you will get notified of the number of valid users successfully invited to the organization.

Last updated

Was this helpful?