Who can invite users?

Inviting members to your network  

1. Click the gear icon in the right menu.
   
   
   
   

2. Select Invite Users from the dropdown.
   
   
   
   

3. In the pop-up, click Members on the left.
   
   
   
   

4. From here, you can invite users via email under Email Invites and import them using a .csv file under Import Users.

 
Inviting members through email  

1. Click the Email Invites tab.
   
   
   
   

2. Enter the email addresses in the text box, separated by commas.
   
   
   
   

3. Select the Groups and Boards the members can access under Configure Groups & Boards.
   
   
   
   

4. Click Send Invites.
   
   

Importing users from a CSV file  

1. Click Import users from CSV.
   
   
   
   

2. Click Upload and select the CSV file that contains the email addresses. The email addresses will be listed along with the number of users imported.
   
   
   
   

3. Unselect the box beside the email address of users you don’t want to invite.
   
   
   
   

4. Click Send Invites.
   
   
   
   The invitations will be sent, and the users will join the network once they accept them. 

Importing users and syncing profile fields  

1. Click Import users from csv & sync profile fields.
   
   
   
   

2. Click Upload CSV and select the CSV file that contains the user details.
   
   
   
   

3. Select the matching CSV field for each profile field from the Select Field dropdown.
   
   
   
   

4. Click Map & sync.
   
   
   

The user details will be synced, and the invitations will be sent.

You must map the EmailAddress and Status profile fields to their matching CSV fields.

To view or manage pending invitations, learn here about Managing Pending Invitations.

If you have any questions about inviting users to the network or need more information, reach out to us at support@zohoconnect.com.