To save effort and time, hireEZ opens a new feature to allow the Enterprise Admin user to add new users in bulk.
As an Enterprise Admin user, if you are planning to invite a group of new users to the team, you can now upload a single spreadsheet with the user information when creating new users.
You can follow the below two simple steps:
Locate the Entrance
From the Admin console, on the Home -> Users page, click + Invite new user.
On the Invite New Users page, click the "By CSV" button to Bulk Import. You will then be able to import multiple users by uploading a CSV file.
Upload the CSV File
The system provides a downloadable spreadsheet file to organize the emails for new users. You can download it and input the email addresses to upload the user.
Click Browse to attach your configured list of users or directly drag the file into the system.
The file might fail to load due to several reasons:
- There is no available seat.
- The email address is invalid.
- The email address is already in the seat.
You may download the log to check the exact failed reason when it happens.
When it is successfully uploaded, you can then assign the role / licenses to the users and click "Invite" to send out the invitation.
Once you send out the invite, the system will start to process the bulk invite.
When the process is completed, the system will show the result of this bulk invite and send out the invitation email to the new users.
Note: For the users who are already in the team, the system will display as a failed invite. You can download the log to check more details.
That is it for how to bulk import new users. Welcome to learn more about Admin: How to Add and Remove Users/Team Members.
You may also contact us at firstname.lastname@example.org or reach out to your Customer Success Manager to learn more about the workflow.
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