How do I use the Bulk User Invite feature?

You can use Sprout’s Bulk User Invite feature to import your team members using a CSV file. If you’re an Advanced Plan user, you can also assign roles or custom permissions.

Note: You must have the Manage Users permission to use this feature.

How-to

To use the Bulk User Invite feature, you’ll need to set up a CSV file with the following column names:

• First name
• Last name
• Email address (must be a valid address)
• Role (optional, must be an existing Role)

Note: You must be an Advanced Plan user to assign Roles.

To upload your spreadsheet:

1. Click the Invite a Team Member icon on the right-hand menu.
2. Click Import Team Members.
   
3. Drag and drop your CSV file or select Choose File to upload your file.
   
4. Click Import.
   
   Once you’ve imported your CSV file, your Team Members will appear in the Import Team Members window. You can select a Role or Custom Permissions in the Role & Permissions dropdown.
   
5. Click Send Invites. All users will be listed as (Pending Invite) until they accept the invitation.