How To Bulk Invite A Team Member?

Bulk Invite is a great way to quickly add new team members to your workplace ecosystem. 



Using the attached CSV and these simple steps, you will be able to add new team members with ease. 

  • Team: Within Team Management click on the team you'd like to bulk invite contacts for.  
  • Invite: Next, select Bulk Invite from the top right of the team members page. 
  • CSV:  Fill out the attached CSV (Download Here) with the full names and email addresses of the users you'd like to bulk invite. Then click on Upload CSV.
  • Upload: Once your CSV file has been selected, the contacts will auto-populate in list form, all you have to do is click send.   
  • Invitation: All of the users within your CSV file will receive an email invitation to the team you selected. 

Should you have gone through all these steps and still be having issues, feel free to reach out to our Support Team:  We happily stand by to lend a hand! 

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