Bulk Invite

From the personnel list, click the Bulk Invite button below the grid to open the bulk invite form. This lets you invite up to 50 users at once.

Entering Users

Type or paste one user per line in the editor. Each line uses comma-separated values in this order:

email, last name, first name, username

Only the email address is required. If you leave the other fields blank, they are filled in automatically from the email address. Each line can have at most four comma-separated values.

Uploading a File

Drag and drop a CSV or TXT file onto the editor area to load its contents, or click the Upload CSV button to browse for a file.

Validation

The editor validates each line in real time. Invalid lines are highlighted in red. A count of valid and invalid entries appears below the editor, along with a list of issues found:

• Too many commas — more than four values on a single line.

• Invalid email format — the email address is not valid.

• Duplicate email addresses — the same email appears on more than one line.

The line you are currently typing on is not validated until you move to another line.

Role and Tags

Below the editor, choose Roles for all invited users: User or Manager. You can also assign tags that will apply to every user in the batch.

Sending Invitations

Click the Invite N User(s) button, where N is the number of valid entries. A confirmation dialog shows how many users will be invited. If there are invalid entries, the dialog notes how many will be skipped.

After you confirm, a summary message reports how many invitations were sent successfully and how many failed.