Inviting users in bulk

Inviting users in bulk

Overview

Zoho Connect supports inviting users in bulk using Comma Separated Values (CSV) files. You can import users by uploading a CSV file that contains the email addresses of users to be invited.  

Who can invite users in bulk? 

Only the network admins can invite users to a Network.

How to add multiple users using a CSV file?

  1. Click the gear icon  from the menu in the right.
  2. From the dropdown, select Invite Users.
           
  1. In the pop-out, select the required user type (Members/External Users/Guests) from the listing seen in the left.
  2. Switch to the Import Users tab.
  3. From the tab, select Import using a CSV file. 
           
  1. In the new page, click Upload CSV.
           
  1. Using the file picker, select the required file and click Done. 
  2. Once imported, uncheck the box seen beside an email address if you do not want to invite that person. 
           
  1. For External Users/Guests, select the default Groups and Boards they can access.
  2. Click Send Invites. 



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