How do I bulk-invite users from an Excel file?

Who can do this

Owner or Admin

For 10+ invitees you can upload an Excel sheet instead of typing them in. We pre-fill names and roles from the spreadsheet so the review step is just a confirmation.

Steps

1. Open Users in the sidebar.
2. Click Invite Users (top right).
3. In the Import from Excel panel, click Download Template and fill it in. Required column: email. Optional: first name, last name, role.
4. Click Import Excel and pick your filled-in file.
5. The emails populate in the left panel — duplicates and existing users are flagged.
6. Click Next to land on the review step. Fix anything the spreadsheet missed.
7. Click Send Invites.

Result

Each invitee gets an email with a verification link. The result modal shows successes and failures side by side — failures usually mean a malformed email or a user that already exists in another customer.

Related

• How do I invite a user to my customer?
• How do I bulk-assign users to a tenant?