Admins can now easily onboard employees to OnHand using our Bulk Invite feature! Here's everything you need to know to get started đ
How do I use Bulk Invite?
1. Go to the Members page
From your admin dashboard, click on the âMembersâ tab.
2. Click âInvite Membersâ
Youâll see a pop-up window where you can upload a CSV file.
3. Download and fill in the CSV template (if needed)
The file should include the following columns:
Email
First Name
Last Name
4. Upload your CSV
Drag and drop the completed file into the pop-up.
5. Review the pending invites
Check the list of users to be invited. Thereâs no technical limit to the number of invites you can send (just be mindful of your contract limits).
6. Preview and send
Youâll see a preview of the email each person will receive. Once ready, click âSendâ.
What will the invite email say?
The invitation will include a personalised message showing who invited them, along with your company name. It will include a link for the recipient to join the platform.
What happens next?
1. The employee clicks the link in the email
This takes them to the onboarding process.
2. If your organisation uses Single Sign-On (SSO):
Theyâll go through the usual SSO flow.
3. If you donât use SSO:
Theyâll be prompted to set a password and verify their email.
4. Final step:
Theyâll choose their team and complete registration.
Can I track and manage invites?
Yes! From the Members page, you can:
View whoâs accepted and whoâs still pending.
Turn on auto-reminders to automatically send weekly follow-ups to those who havenât joined yet.
Good to know
Double-check that your CSV is properly formatted.
Make sure all email addresses are valid to avoid bounce-backs.
There's no limit to how many people you can invite at once.
Tips for success
Prepare your CSV in advance for a smoother process.
Check the Members page regularly to manage outstanding invites.