Add users to your team

Who can use this?

Users: Pro, Business, Enterprise (only admins)
Managed from: Admin Dashboard

This article will explain how you can invite users to your team one by one and in bulk.

 

Invite users to your team one by one

You can invite users to your team from three places:

  • By clicking Invite teammates from the left panel while being on any page of your Admin Dashboard.
  • From the Users page of the Admin Dashboard.
  • From the Home page of the Admin Dashboard.

For all the cases, here are the steps to follow:

  1. Add emails by dividing them by comma, space, or enter.

    invite_users.png
  2. When done, click Send email invites.

  Info

You cannot invite more teammates than the number of your currently available seats.

 

Bulk invite users to your team

You can invite multiple users to your team at once by importing a CSV file with the email addresses. That can be done from three places:

  • By clicking Invite teammates from the left panel while being on any page of your Admin Dashboard.
  • From the Users page of the Admin Dashboard.
  • From the Home page of the Admin Dashboard.

For all of the cases, here are the steps to follow:

  1. Click Add emails from CSV.

    add_emails_from_CSV.png
  2. Upload the CSV file.

    upload_CSV.png

The invitations will be sent out to valid email addresses. You can go to the Users section of the Admin Dashboard and check which state of joining process the users are in.

If an email address included in the file is already added to your team, the system will skip it. The same email address won't take up a second seat.

If you have fewer unassigned seats than the email addresses included in the file, the system will give you a warning and suggest adding seats to the team. After adding more seats you should upload the file once again.

  Info

Sending and delivering bulk email invites may take some time, so expect some delay in receiving the emails.
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