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Global Hub: Bulk Add or Invite Multi-Workspace Users

Guide on bulk adding or inviting users across multiple different workspaces in Thoropass.

C
Written by Claudio Morsella
Updated over 2 months ago

Overview:

Thoropass Global Hub User Management allows Account Admins to add and invite users across all workspaces associated with your Account. This can be done in 1 action using a spreadsheet import outlined below.

Note: If you only need to invite a single user, please reference the Global Hub User Management Guide

High Level Process

  1. Prepare user list to bulk invite (via Spreadsheet)

  2. Fix any data validation errors (inline in Thoropass)

  3. Users are bulk added (and invited)

Bulk Add or Invite Multi-Workspace Users:

Note: If you only need to invite a single user, please reference the Global Hub User Management Guide

To invite user in bulk across multiple workspaces:

  1. In the Global Hub left navigation sidebar, select User Management -> Add User

  2. Select Multiple Users in the modal that appears

  3. Prepare a spreadsheet with the user list to import, using either options below:

    1. Click Download Template to use sheet formatted with the required fields.
      ​Note: Using our template will pre-fill the Workspaces column with all the workspaces in your Account.

    2. Create your own spreadsheet with the columns: First Name, Last Name, Email, Role, Workspaces

      See Tips below to optimize your spreadsheet for bulk adding users

  4. If you do not want to send email invites to users after import, deselect the option "Email user invites after import"

  5. Click Get Started when you're ready import your spreadsheet

  6. Upload your spreadsheet by Drag and Drop or Click to add file

  7. Fix any invalid data using inline edit:

    1. Thorpoass will display a sheet view with red cells to denote invalid data

    2. Double click in the cell and follow the prompts update the data

    3. Columns such as Workspaces or Roles will provide a menu of options to choose from

    4. You can select and remove rows if not needed for import

  8. Click Import once all data in the sheet is validated

Note: It may take a few minutes for users to be added and appear in your Users page. You can refresh the page to see the latest user list.

Tips on Preparing a Spreadsheet for Bulk Invite:

  1. To populated multi-workspace user data in your bulk import spreadsheet, there are 2 different approaches depending on the user role for each workspace:

    1. Separate Roles for Workspaces: Repeat the user on separate rows in the sheet for each workspace they will access. Specify the workspace and role in each row.
      ​Note: This method can be used even if they have the same role for each workspace.

    2. Same Role for All Workspaces: Use 1 row for the user and add multiple workspaces in a comma separated list. The role specified will apply for all workspaces.

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