--- id: bulk-invite-users title: Bulk Invite --- Admins can bulk invite users to a workspace using a CSV file containing user email addresses, **[roles](/docs/user-management/role-based-access/user-roles)**, **[groups](/docs/user-management/role-based-access/custom-groups)**, and other details. The invited users receive an email with instructions to join the workspace, ensuring a seamless onboarding process. ## Steps to Bulk Invite Users Role Required: **Admin** 1. Click on the settings icon (⚙️) on the bottom left of your dashboard. 2. Go to **Workspace settings > Users**.
(Example URL - `https://app.corp.com/nexus/workspace-settings/users`) 3. Click on the **Add users** button. Add user button 4. Switch to **Upload CSV file** tab. 5. Upload a CSV file consisting following fields: | Field | Required/Optional | Example | |:-----|:---------|:-------| | First Name | Either of first or last name is required. | John | | Last Name | Either of first or last name is required. | Doe | | Email address | Required | john@corp.com | | User Role | Required | Admin | | Group | Optional | Manager | | Metadata | Optional | `{"apiKey": "abc123"}` | You can also download the template to edit. 6. Click on **Upload users**. Add user button ## Email Invitation Pre-Requisite: **[Setup SMTP Server](/docs/tj-setup/smtp-setup/configuration)** Once a user is invited to the workspace, they will receive an email containing a unique workspace invite link. By clicking the link, the user will be redirected to the workspace login or signup page to complete the onboarding process. Workspace Level Permissions ## Invitation URL On Self-Hosted ToolJet, admin users can copy unique invitation URL and share with the user. Workspace Level Permissions ## User Status Admin users can track the status of users as follows: ### Self-Hosted ToolJet - **Invited**: The user has been invited to join the workspace. - **Active**: The user is a member of the current workspace. - **Archived**: The user has been archived by the admin. ### ToolJet Cloud - **Requested**: The user has been invited to the current workspace but doesn't have a ToolJet account. - **Invited**: The user has been invited to the current workspace and has a ToolJet account. - **Active**: The user is a member of the current workspace. - **Archived**: The user has been archived by the admin. Workspace Level Permissions