2.9 KiB
| id | title |
|---|---|
| bulk-invite-users | Bulk Invite |
Admins can bulk invite users to a workspace using a CSV file containing user email addresses, roles, 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
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Click on the settings icon (⚙️) on the bottom left of your dashboard.
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Go to Workspace settings > Users.
(Example URL -https://app.corp.com/nexus/workspace-settings/users) -
Click on the Add users button.
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Switch to Upload CSV file tab.
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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.
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Click on Upload users.
Email Invitation
Pre-Requisite: Setup SMTP Server
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.
Invitation URL
On Self-Hosted ToolJet, admin users can copy unique invitation URL and share with the user.
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- Archived: The user has been archived by the admin.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- Archived: The user has been archived by the admin.
