How to: Invite Multiple Team Members

Managing Multiple Team Members

The Lane platform offers multiple ways to quickly invite multiple new members to a team.

Bulk Invite

Select a Team under Team Management and the Bulk Invite button appears.

Bulk_Invite.png

There are two Bulk Invite methods. 

Invite by adding rows

Click on the Add Invite button to add a row for every person you wish to invite. 

Enter their full name and email address and click on Send to email the invitation to join the team.

Bulk_Invite_2.png

Upload a spreadsheet

Rather than copying and pasting in names and email addresses, you can instead upload a spreadsheet in Comma Separated Value (CSV) format. This is a good option when working with large numbers of people, and every spreadsheet software has the option to save or export in CSV format.

  1. Create the CSV file: In a text editor or spreadsheet software, fill out the attached CSV (Download Here) with the names and email addresses of the users you want to bulk invite. Save the file as .csv. Do not include commas in the fields.

    CleanShot_2020-11-25_at_09.56.58.png

  2. Upload CSV: Click on Upload CSV and browse to the CSV file. The list of new users will auto-populate.
    Bulk_Invite_3.png
  3. Send Invitation: Click on Send to invite all of the users by email to the Team you selected. 

 


If you have gone through these steps and have questions, feel free to reach out to our Support Team: support@joinlane.com. We happily stand by to lend a hand!

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