Bulk inviting allows workspace administrators to add multiple users to Dashpivot in one action. This feature is used to efficiently onboard contributors or visitors to a workspace, project, or team without inviting users individually.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan Type: Any Dashpivot plan
Permission: Org Controller
Skills Required: Dashpivot
Step-by-Step Instructions
Manually bulk invite users
Go to the Users section.
Enter the first email address in the user field.
Press the comma (
,) key or the Enter key.Continue adding email addresses, separated by commas or by pressing Enter after each one. Each email appears as a blue pill.
Select Invite Users.
Note: Invited users will either receive an invitation to activate their Dashpivot profile or, if they already have one, automatically get access to the folder they've been added to.
Tip: You can make the process even faster and input multiple email addresses at once by copying and pasting a string of email addresses separated by a comma, such as: [email protected],[email protected],[email protected]
Bulk invite users using a CSV file
Go to the Users section.
Select Bulk Invite Users.
Upload or drag and drop a CSV file containing the user email addresses.
The CSV must include an Email header in column A, with email addresses listed below.
Select Confirm.
Invited users appear as Pending Invites, where their permission level can be adjusted.
Note: This feature applies to both Dashpivot Contributors and Dashpivot Visitors across Home, Project and Team levels.