Bulk Inviting Users

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Use the Bulk Invite Users tool to invite a list of users to networks or programs.

To bulk-invite a list of users:

  1. From the main menu panel on the left, select Organization users.

  2. From the Organization users page, select Bulk invite users from the Invite users drop-down list on the right.

  3. On the Bulk invite users screen, choose to invite users to a network or a program.

  4. Enter your list of users into the User mapping field. You can type directly, or paste in a CSV text file. (See CSV Format, below, for list formatting information.)

  5. In the Permissions section, select the permissions that will be applied to all users in your bulk add users list.

  6. Click Validate.

    • You cannot import the list of users to invite until your list has been validated.

    • The validation stops at the first error it encounters. You must correct the error then try again.

    • Continue validating until all errors are resolved. Once the validation is successful, the Import Users button appears.

  7. Once the validation is successful, click Import Users to import the list of users and initiate the invitations.

  8. On the Import results panel, click Done.

The invitations are sent.

CSV Format

When entering a CSV list of programs/networks and users, use standard CSV formatting. For example, if you are inviting four users to two programs (“Program Green” and “Program Blue”), and the same four plus a fifth user to Program Blue, the list should be formatted as seen below. (Color highlighting added to this illustration for emphasis.)

Tip:

Click Show programs/networks without any users to pop open a list of programs or networks that currently have to users invited to them. this is a handy way to quickly get the name when you have created a new program or network and you are here to invite users to it.