Bulk Inviting via CSV
Prepare a CSV file carefully to invite multiple people to your Workspace at once.
1. Overview
This article explains bulk inviting via csv and the account information you should review before taking action.
Use your Dashboard to check the Workspace details available for your account before you continue.
2. When to Use a CSV Invitation
The available information can help you understand what to consider:
Team activity records
Current Workspace details
Relevant Members
Review these details carefully so the next step fits your Workspace and team needs.
3. Preparing Your File
Your Dashboard provides a central place to review information related to bulk inviting via csv.
Before you continue, check the account details that are currently shown.
Current Workspace details
Relevant Members
Available Seats
Checking the available information first helps you avoid unnecessary team changes.
4. Reviewing Member Details
Start from your Dashboard to review the option available for your Workspace.
Follow these general steps:
1. Open your Dashboard and select the relevant Workspace.
2. Review the available information for the change.
The details shown provide the most relevant guidance for your account.
5. How to Upload Invitations
The information displayed during this process explains how the selected action relates to your Workspace.
Review the current details and any status information before confirming.
Relevant Members
Use the details shown in your Dashboard rather than relying on assumptions.
6. Checking Invitation Status
Your Dashboard shows records and account details relevant to bulk inviting via csv.
Depending on your account, you may need to review:
Current Workspace details
Relevant Members
Available Seats
Assigned Roles
Keep this information accurate so it remains useful for future team review.
Useful records may also include:
Relevant activity details and confirmation information
7. Roles and Access
Keeping relevant Workspace information organized makes future review easier.
Assigned Roles
Account access information
Team activity records
Current Workspace details
Use available records as a reference for your internal process.
8. Managing Seats
Timing and status for team activity are shown with the relevant account details.
Account access information
Team activity records
Use the available information instead of making assumptions about timing.
9. Resolving File Issues
If something does not look right, review the account information before taking further action.
Have these details ready:
Account access information
Team activity records
The information shown for your account is the best starting point for resolving a question.
10. Key Takeaways
bulk inviting via csv is managed from your Dashboard
Review Workspace details before confirming
Use your Dashboard to check status
Keep relevant team records available
Follow the information shown for your account
