Bulk Invite Employees

Add multiple team members to your organization at once.

Option 1: Sync from Email Provider

The easiest way to add employees is to sync from your connected email provider:

Google Workspace

1. Go to Team in the sidebar
2. Click Sync Users
3. Select Google Workspace
4. Choose which users to import
5. Click Import Selected

Microsoft 365

1. Go to Team in the sidebar
2. Click Sync Users
3. Select Microsoft 365
4. Choose which users to import
5. Click Import Selected

Option 2: CSV Import

Import employees from a spreadsheet:

1. Go to Team → Import
2. Download the CSV template
3. Fill in employee data:
   • Email (required)
   • First Name
   • Last Name
   • Job Title
   • Department
   • Phone
4. Upload your completed CSV
5. Review the import preview
6. Click Import Employees

CSV Format Example

email,first_name,last_name,job_title,department,phone
john@company.com,John,Smith,Sales Manager,Sales,555-0101
jane@company.com,Jane,Doe,Marketing Lead,Marketing,555-0102

Option 3: Manual Invite

Send individual invitations:

1. Go to Team → Invite
2. Enter the employee's email address
3. Select their role (Member or Admin)
4. Click Send Invite

Managing Imported Users

After import, you can:

• Edit user profiles individually
• Assign templates to users
• Set department assignments
• Configure role permissions

Sync Settings

Configure automatic syncing:

• Auto-sync new users - Automatically add new employees
• Sync frequency - Daily, weekly, or manual
• Filter by group - Only sync specific groups/OUs

Troubleshooting

Users not appearing after sync:

• Check your email provider connection
• Verify admin permissions are granted
• Try a manual sync refresh

Duplicate users:

• Users are matched by email address
• Duplicates are automatically merged