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