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πŸ“₯ Invite New Users (Bulk Upload via CSV)

Need to invite several users at once? Here's how to create a CSV file and upload it through the Admin Portal.

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Written by Brynn Timm
Updated today

Note: Only users with Organization Manager permission can invite new users.

πŸ“ Step 1: Create Your CSV File

  1. Open a blank Excel workbook.

  2. Add your user info using 2 columns only:

    • Column 1 = First and Last Name

    • Column 2 = Email Address

    ⚠️ Important: Do not include headers in the CSV file.

  3. Save the file as a CSV UTF-8 format:

    • Go to File > Save As

    • Under File Format, select CSV UTF-8

βœ… Example:
John Smith | [email protected]


πŸ” Step 2: Log into the Admin Portal

  1. Enter your credentials to access the Admin Portal


πŸ“€ Step 3: Upload Your CSV File

  1. In the left-hand menu, click on Pending Members

  2. Click Invite Users

  3. A file upload pop-up will appear

  4. Select your prepared CSV file and click Open

  5. You'll see a confirmation showing the number of users being invited

  6. Click OK to complete the upload


πŸŽ‰ Step 4: Confirmation

After clicking OK, you'll receive a success message confirming that your users have been invited!

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