Inviting users in bulk
Overview
Who can invite users in bulk?
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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