Workspace Admins can invite multiple users into their workspace by uploading a CSV containing the names and email addresses of their users. Workspace Admins can optionally include the company and group they would like each user to belong.
- Click 'Manage Workspace'.
- Click 'Access and Permissions'.
- On the Actions Menu to the right, click 'Invite Multiple Users'.
- Select the Workspace Access you would like applied to each account.
- Click 'Upload from CSV'. Your CSV will need to be labeled correctly in order for this to work.
Note: Please label each column accordingly. A document title is not necessary or needed for upload.
- Select your CSV document and click 'Upload'.
- The system will read your CSV and automatically populate the 'Who would you like to invite?' section. Click 'Invite'.