Bulk inviting users

Invite many people at once using shared role and branch defaults.

Bulk invite is for onboarding a group quickly. You set the role, branch and department once, paste a list of emails, and the CRM creates everyone and emails their logins.

Steps

On the Invite Team page switch to Bulk Invite.
Choose the Role for all, Branch for all (required) and optionally Department for all — these apply to every invitee.
Paste email addresses into the box, one per line or comma-separated.
Select Send Bulk Invites.

Reading the results

Each address gets a status: Invited (created and emailed), Already exists, Seat limit (you ran out of seats), or Invalid email. The summary shows how many of the total were created.

Once the seat ceiling is reached, the remaining rows are marked seat-limited. Upgrade or free seats, then re-run those.

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