Skip to main content

Workspace: Bulk Add or Invite Users to Thoropass

Guide on bulk inviting users to a workspace in Thoropass.

C
Written by Claudio Morsella
Updated over 3 weeks ago

Overview:

The Thoropass Users page allows Admins to invite users to a workspace individually or in bulk using a spreadsheet import.

Invite a Single User

  1. In Thoropass left navigation sidebar, select Settings > Users and click Add Users

  2. Enter the user's details, including first and last name, email address, and Thoropass Permission level. All fields are required.​

  3. Click Send Invite to add the user and send them a Thoropass email invitation to login.

Bulk Add or Invite Multiple Users

  1. In Thoropass left navigation sidebar, select Settings > Users and click Add Users

  2. Select the Multiple Users tab 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 provide a dropdown menu for the Roles column, which can help simplify data entry.

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

  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 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.

SSO Login: Bulk Invite Use Case

The steps for Single Invite and Bulk Invite, outlined above, can also apply to Workspaces using SSO Login. The steps to invite SSO users are exactly the same.

When Thoropass SSO login is enabled, SSO users provisioned for Thoropass can automatically login and do not require an email invitation to Thoropass. However there are some use cases where bulk invite can provide a benefit:

  1. Assign Tasks, Trainings, or other content, prior to SSO user login

    1. With SSO, users do not appear in Thoropass until they initially login

  2. Assign specific Thoropass Roles prior to SSO login (ex: Admin, Contributor, etc.)

    1. With SSO, users have the default role of "Viewer" that can be updated in Thoropass, but only after users have logged in.

Did this answer your question?