- Go to People.
- Click Create Invitation in the top-right corner.
- Switch to Invite Multiple People.
- Download the Excel template.
- Complete the template with the required information for each user:
- First name
- Last name
- Email address
- User role
Follow the instructions in the file to ensure the information is entered correctly.
- Upload the completed file by dragging it into the upload area or clicking Browse.
- Review any validation errors. Correct any errors and upload the file again before proceeding.
- Click Send Invitations.
Once sent, all pending invitations are visible under Invited.