Bulk inviting new Users

If you are not shown the pictured screen when selecting the option to bulk upload users, it is likely to be because you do not have the relevant permissions associated with your account.

Please contact your platform administrator or OpX Support to have this permission enabled.

In addition to adding individual users, you can also add users in bulk by uploading a spreadsheet. To do this, follow these steps:

1. Prepare an excel file with the necessary user information. The file must have 3 columns, with the headings spelt and formatted exactly as below:

   1. email

   2. first_name

   3. last_name

2. Fill in the file with user information.

3. Go to the "Users" page, select “Add Users”

4. When in the Add Users drawer, select “Import users in Bulk” from the “ What do you want to do?” dropdown.

5. Select the spreadsheet (.xls, .xlsx or .ods accepted) from your computer and click "Upload".

6. The new users will be added to your platform and will receive an email inviting them to create their account and set up their password.

The new user will receive an email inviting them to confirm their account, and will then receive a password reset email (this is how they set their password!). They can then log in to the platform using their email and password. 

We advise that you let any invited users know that the invitation email has been sent, as the invite will expire in 24 hours for security purposes. If you need to resend an expired invite, please navigate back to the user table, find their name, and select the "Resend confirmation e-mail" button that can be found next to their invite status.