Invite users

Company Administrators can invite users to join companies by sending invitations to user email addresses. You can specify individual user email addresses, or upload a CSV file with a large number of email addresses.

To invite users

1. Go to Manage > Account > Users. The Manage Users page opens.
2. Click Add Users, then select Invite Users from the drop-down list.
3. In the dialog, add users using one of the following methods:
   • Enter email addresses directly—Use this process when you have a manageable number of email addresses to add.
     1. In the Invite Users dialog, enter email addresses for the new users that you want to add. If you need to add more than four users, click Add Another User.
     2. Assign a primary role to each user. For more information on user roles and permissions, see Manage roles.
     3. Click Send Invitations.
   • Upload an email list (CSV file)—To add a large number of users at once, you can upload a CSV file that contains a list of users.
     1. In the Invite Users dialog, click the Upload Email List tab.
     2. Click Choose File and upload the file. The uploaded document must be a plain text file with email addresses listed in a single column, with one email address per line, and no more than 2,000 lines. The file must be no larger than 2 megabytes (MB).
     3. When the upload is complete, click Send Invitations.
        
        

   📝 Note: When you choose the Upload Email List option, it is not possible to assign roles at this stage. You must assign each user’s role in separate steps after the users are added. See Assign user roles.