Team Management
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      Bulk Invite Team Members

      Streamline your onboarding process by inviting multiple team members to your account in just a few clicks. Simply upload a CSV file with their names, emails, account permission levels, and associated numbers.

      How to bulk invite team members to a Notifyre account

      Note: Only user with Admin permissions can invite team members.

      Admins can invite 250 users per import.

      1. Login into Notifyre
      2. Click on Settings
      3. Click on Account
      4. Click on Team
      5. Click on Import Users 
      6. Download the template and enter in:
        • Email
        • Role
        • Assigned number(s)
        Number assignment:
        • Only one number can be assigned to one user. 
        • Currently number assignment can not be changed within the portal once imported. Contact Notifyre for support to reassign numbers.
        This template must be used when importing users. Modifying the column headers will result in an unsuccessful import.
      7. Upload the file
      8. Once successfully imported, invited users will receive an email from Notifyre to create an account. They will need to enter their details, create a password and set up MFA to activate their profile under your existing account. 
      9. All invited users will appear in the table on the Team settings page. Admins will be able to view the users email, role permissions, status of the invite and the number(s) that has been assigned to the user. 

        Invite Status
        • Pending - Email invite has been sent to user
        • Validated - User has clicked Notifyre invite link in email
        • Accepted - User has created account and able to start using Notifyre

      Invites can be resent or cancelled by clicking on the 3 dots and selecting the action.