Home > Identity Manager > Invite Guest Users in Batch

    Export to PDF

    Invite Guest Users in Batch

    You can also quickly invite external users as guest users in batch to your organization. To do this, you must download a CSV template from DocAve, add the usernames and optional invitation messages in the CSV file, and import the CSV file back into DocAve.

    Click Create under the Management tab, and select Invite Guest Users in Batch. The Invite Guest Users in Batch interface appears:

    1. Click Download CSV Template on the ribbon or click the download link in the Import Users field. The Download Template window appears.

    2. Configure the export settings in the Download Template window, and click OK to download a zipped folder containing a CSV template.

    3. Extract the downloaded zipped folder. Open the CSV template and enter the usernames and optional invitation messages.

    4. Save the CSV file.

    5. To import the configured CSV file, click Browse in the Import Users field and select the CSV file to import.

    6. Click Save to run a job for inviting guest users in batch.