Available to: Group Account Admins, Group Account Owners
If your group size is large, you can upload a CSV file that includes the names and emails of people that you’d like to add. Everyone on that list will be added to your Group once they register, and can receive an invitation email if you choose to do so.
Tip: Before you invite people to your Group, check out what the roles in Group Accounts are.
Tip: Looking for other ways to invite people to your group? Learn more about inviting users to your Group and activating their licenses.
- Create a CSV list that includes name and email headers. If you don’t have one, you can download a CSV template and fill it with your own data. Make sure that your list includes one email address per line.
- Sign in to your Explain Drive.
- In the upper right-hand corner of the screen, select your profile picture.
- Choose My account.
- Scroll down to the User Management section, and select the Invite users button.
- Select Invite members.
- Select the Import an Emails List button.
- From the list, choose Upload CSV file, and select the Continue button.
- Select Upload invitation list.
- Navigate to the location where your CSV file is stored.
- Select the CSV file you'd like to import, and select the Upload button.
- OPTIONAL: You can select the Send invitation emails checkbox if you’d like people you’re inviting to receive a message with an invitation link.
- Once you're ready, select the Process button to invite people from the list to your Group.
Everyone from the list will be able to sign up with their email and will be added to your Group once they complete the registration. If they already had a Free account, they’d be added to the Group immediately.
Tip: You can later remove people that should no longer be in your Group. Update the file and after you upload it, select the Remove users not included in the .csv file checkbox.