ADMIN RESOURCE: Manage Bulk Updates and Invites to your Company

Ani Harris

Invite via Bulk Upload

1. On the My Team tab of Team Management, select Invite/Change via Upload
2. Download our template by selecting Template (or you can use an existing one but make sure all of the fields are accurate)
3. Fill in the template with the user information. *Starred fields are required.
4. Save the completed template as an xlsx file.
5. Select Upload and choose the filled template.
6. You will be directed to a Review screen. Make sure all information is added and correct and select Confirm to make the applicable changes.
7. Your updates will begin processing and you can see a summary of your changes in the confirmation screen. Click Close to go back to the User Table.
8. How to handle errors:
   1. If you have attempted to add more users than your Ascender license count allows, you will see an error message and need to remove users until you are at or under your limit and click Reupload to attach the updated spreadsheet.
   2. If you have attempted to add a spreadsheet that is not xlsx file type, you will need to reupload with the correct file type by clicking Reupload.
   3. If you upload a spreadsheet with errors, you will be brought to an error page that highlights the issues in your spreadsheet. Select Download to download your spreadsheet with errors, make the required changes to correct the data and then Reupload. You will continue to have to do this until there are no remaining errors.
9. Select Save and Send Invites.
10. If you have already invited the user and they are in waiting status, you can click Resend Invites

Note: You will see the user as Waiting until they log in. While they're in that waiting status, you can edit their email by clicking on the user's name to open the Edit User window. You'll need to contact support for active email changes