Admin · Allow about 8 minutes
Before you begin
Owner or Admin. Create the groups first. Use a CSV smaller than 100 KB, with no more than 100 people per batch.
1. Prepare the file
Open Settings → People and access → Add people → Upload CSV.
Choose Download template. Keep this header exactly: email,first_name,last_name,role,groups.
Use one person per row. Set role to READER, EDITOR, or ADMIN. An Owner may also invite OWNERs.
Use existing group names or IDs. Separate multiple groups with semicolons, for example Operations;Support. Leave the groups cell empty if no group is needed.
Save as CSV. Quote a field if it contains a comma.
2. Preview the batch
Choose the CSV file, then Preview invitations.
Read each Result and check role, group scope, existing-account warnings, and projected creator seats.
Correct invalid addresses, unknown roles, or unknown groups in the file and preview it again. For a clean onboarding batch, resolve every issue before sending.
3. Send and review the outcome
Choose Confirm and send invitations. Only valid rows can proceed.
Review sent, already created, saved without email, and failed counts. Follow up on the affected rows before retrying.
Check pending invitations in People and access and ask recipients to complete acceptance.
For a quick alternative, choose Paste list. One email per line defaults to Reader; paste the five-column CSV format when you need roles, names, or groups.
Check your result
Each successfully processed person has an invitation with the role and groups shown in the preview. Uploading does not silently activate accounts.
If something goes wrong
File rejected: check the .csv extension, size, row count, header, and balanced quotation marks.
Group not found: create it first or correct its spelling. Uploading people does not create new groups.
Saved without email: the invitation exists but delivery failed. Resolve the delivery issue and use the pending invitation’s resend action.