Bulk Invite

Admins can bulk invite users to a workspace using a CSV file containing user email addresses, roles, groups, and other details. The invited users receive an email with instructions to join the workspace, ensuring a seamless onboarding process.

Steps to Bulk Invite Users

Role Required: Admin

1. Click on the settings icon (⚙️) on the bottom left of your dashboard.

2. Go to Workspace settings > Users.

   (Example URL - https://app.corp.com/nexus/workspace-settings/users)

3. Click on the Add users button.

4. Switch to Upload CSV file tab.

5. Upload a CSV file consisting following fields:

   Field	Required/Optional	Example
   First Name	Either of first or last name is required.	John
   Last Name	Either of first or last name is required.	Doe
   Email address	Required	[email protected]
   User Role	Required	Admin
   Group	Optional	Manager
   Metadata	Optional	{"apiKey": "abc123"}

   You can also download the template to edit.

6. Click on Upload users.

Email Invitation

Pre-Requisite: Setup SMTP Server

Once a user is invited to the workspace, they will receive an email containing a unique workspace invite link. By clicking the link, the user will be redirected to the workspace login or signup page to complete the onboarding process.

Invitation URL

On Self-Hosted ToolJet, admin users can copy unique invitation URL and share with the user.

User Status

Admin users can track the status of users as follows:

Self-Hosted ToolJet

• Invited: The user has been invited to join the workspace.
• Active: The user is a member of the current workspace.
• Archived: The user has been archived by the admin.

ToolJet Cloud

• Requested: The user has been invited to the current workspace but doesn't have a ToolJet account.
• Invited: The user has been invited to the current workspace and has a ToolJet account.
• Active: The user is a member of the current workspace.
• Archived: The user has been archived by the admin.