How to invite multiple members to an organization at once

Overview

Ketryx allows organization owners to add multiple users at once and assign them to groups through CSV file upload. This feature streamlines the onboarding process for organizations scaling their teams, eliminating the need to add members individually.

Prerequisites

• You must be an Organization Owner to add multiple users

• Groups must already exist in your organization before assigning users to them

• Users can only be assigned the role of Member or Guest (not Owner)

How to Add Multiple Users

Step 1: Navigate to Members Page

Go to your organization's Members page by selecting Organization → Members from the main navigation.

Step 2: Initiate Bulk User Import

Click the Bulk invite button located at the top left of the Members page.

Step 3: Download CSV Template

Click Download template to get the CSV file template. This template contains the required format and column headers for successful user import, including the currently existing groups in the organization.

The CSV template includes the following columns:

• Email (required): User's email address

• First Name (required): User's first name

• Last Name (required): User's last name

• Ketryx user role (required): Either "Member" or "Guest"

• Groups (optional): Current existing group in the organization

Step 4: Prepare Your CSV File

Open the CSV and fill out the CSV template with your user information:

1. Enter one user per row

2. Ensure all email addresses are unique

3. Specify either "Member" or "Guest" for the Role column

4. For group assignments, select the group the user should be assigned to by marking it with a character (e.g., "x").

5. Save the file as a CSV file

Important Notes:

• All specified groups must already exist in your organization

• Duplicate email addresses will cause the import to fail

Step 5: Upload Your CSV File

1. Click Upload CSV or drag and drop your prepared file

2. Wait for the file to upload

3. The system will validate your file for any errors

The system will alert you to:

• Duplicate users: If any email already exists in the organization

• Invalid groups: If any specified group doesn't exist

• Format errors: If required fields are missing or invalid

Step 6: Confirm and Send Invitations

Once validated

1. Click Invite members to proceed with adding all users

2. The system will process the bulk import

3. Each new user will receive an invitation email automatically