Only Administrators can bulk invite members.
OPEN BULK INVITE
1. Open the account menu and choose Settings.
2. Under Workspace settings, select Members.
3. Select Bulk invite.
CHOOSE AN IMPORT METHOD
Paste email addresses
Use this option for a quick list. Separate addresses with a new line, comma, or semicolon. You can assign workspace roles and Job Titles on the review screen.
Upload CSV
Use this option for a prepared list. Select Download CSV template, complete it, and upload a .csv file up to 256 KB.
CSV FORMAT
Use these column headers:
email,role,job_title
• email is required.
• role is optional. Valid values are Administrator, Meeting Manager, and Participant. A blank role defaults to Participant.
• job_title is optional.
Example:
email,role,job_title
[email protected],Administrator,Municipal Clerk
[email protected],Meeting Manager,City Manager
[email protected],Participant,Council Member
REVIEW BEFORE SENDING
1. Select Review members.
2. Verify each person’s email address, Workspace role, and Job Title.
3. Edit a role or Job Title if needed.
4. Resolve any row marked Invalid. Rows marked Already a member or Invite pending will be skipped.
5. If the list includes an Administrator, confirm that you understand the access this role provides.
6. Select Send invitations.
REVIEW THE RESULTS
ClerkDirect summarizes how many people were invited, were already members, already had pending invitations, or failed. If any invitation fails, select Retry failed invitations.
TROUBLESHOOTING
• Fix incorrectly formatted email addresses.
• Remove duplicate email addresses from the list.
• Use only Administrator, Meeting Manager, or Participant in the role column.
• Existing members and people with pending invitations are skipped.
• Each bulk invitation can include up to 50 people.
• CSV files must be 256 KB or smaller.