Bulk Invite Users with Pre-assigned Roles and Plans via CSV

Description: Streamline the onboarding of new team members by inviting them in bulk using a CSV file. This method allows you to pre-assign specific roles and plans to each user, ensuring they have the correct permissions and feature access from the moment they join.

How to Bulk Invite Users

1. Prepare Your CSV File

Create a CSV (Comma-Separated Values) file. The first row must be a header line. The email column is the only mandatory field, but we highly recommend including role and plan to set user permissions upon invitation.

Columns:

• email (Required): The user's email address.

• role (Recommended): Defines the user's administrative permissions within the organization. If not specified, a default role will be assigned.

• plan (Recommended): Defines the set of features the user can access. If not specified, a default plan will be assigned.

Valid role values:

• Owner

• Admin

• User

• Viewer

Valid plan values:

• Expert

• Advanced

• Standard

• Essential

Example CSV format:

csv

email,role,plan user1@example.com,User,Standard user2@example.com,Viewer,Essential admin1@example.com,Admin,Expert

2. Navigate to User Management

Go to your workspace settings and find the "Users" or "Team Members" section.

3. Upload the CSV File

Click on "Invite Users" and select the "Upload a list" option. Choose the CSV file you prepared.

4. Confirm and Send Invitations

Review the list of imported users and their assigned roles and plans. Confirm to send the invitations. Each user will receive an email to join the workspace with their permissions already configured.

Key Benefits

• Efficient Onboarding: Invite hundreds of users in a single step.

• Granular Control: Pre-assign roles and plans to ensure proper governance from day one.

• Time-Saving: Automate the invitation process and reduce manual entry.