How to invite multiple users and add to groups

When you have multiple users to invite into your organisation you should use the bulk import function to save time, however, there are a few things you can do that make allocating users to groups a little easier.

1. Create an excel file with the users and add a column to specify the group
2. Import all the users at the same time
3. Filter the excel list by group and use the emails with bulk search to add them to a group

Example Multiple User Import Process

The following is an example showing 77 users which are split into 3 different groups and the recommended way to invite them into the organisation and then assign them to groups.

1. Before Inviting any users create the groups A, B & C in the Groups List.
2. Follow the steps for the bulk import function, save the download file and then create an import file and add in the users details.
3. Select the Import CSV file to invite those users and check that after some time they are all created in the User List.
4. Filter the excel spreadsheet to only show one of the groups, then copy the email addresses and paste into the Bulk Search in the Users List.
5. Select all of the users in the list, confirm the user count is correct and matches the excel list and then use Bulk Actions to add them to the relevant group.
6. Repeat the steps 4 and 5 for the remaining groups.
7. Once all users have been allocated to the groups, use the Groups List to cross check the member counts with the excel spreadsheet.