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Bulk invite users into your workspace by CSV.

Workspace Admins can invite multiple users into their workspace by uploading a CSV containing their users' names and email addresses. Workspace Admins can optionally include the company and group they would like each user to belong.

 

 

    1. Click Manage Workspace.

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    2. Click Access and Permissions.

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    3. Click Invite Multiple Users on the Actions Menu to the right.  

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    4. You can select the Workspace Access you would like applied to each account.

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    5. Click Upload from CSV. Your CSV will need to be labelled correctly for this to work.


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      Note:       Please label each column accordingly. A document title is unnecessary or needed for Upload.  

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    6. Select your CSV document and click Upload.

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    7. The system will read your CSV and automatically populate the Who would you like to invite? Section. Click Invite.

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