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How to Invite Users in Bulk
How to Invite Users in Bulk
Patrick Burns avatar
Written by Patrick Burns
Updated over 2 weeks ago

To create a multiple users at once (and invite them to use the Captello app), navigate to 'Events > Capture > Invitations' and click the drop-down button, then click on 'Bulk Invitations'.

Then, upload a CSV file with the following columns:

firstName

lastName

email

mobilePhone

Mobile phone can be left empty, however, the header is still required.

You can download a CSV template by clicking 'Bulk Invite CSV Template'.

Once the file is selected, you can optionally assign the users access to events.

Optionally, you can also allow the uploaded users web-app access.

Assigning Event Access for Existing Users

Bulk invitations can also be used to update existing users access to events. To update event access, simply upload the list of users using the steps above, and select the events before clicking 'Send'.

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