Bulk Invite Users

1. Navigate to Administration > User Management.
2. Click the Bulk Invite Users button.
   
3. Click the Download Template button.
   
   
4. Open the template in your preferred spreadsheet reader.
5. Enter the:
   1. Service Operations;
   2. Business Owner/ Management;  
   3. Financial Authority; or
   4. Technician
1. First & Last Name;
2. Email Address & Mobile Phone number;
3. User Role;
   
   
6. Save the Template as a XLSX formatted document.
7. On the Bulk Invite Users screen, click the Upload XLXS button.
   
   
8. Locate and select the XLSX file.
9. Select a User Role for each of the invitees, then click the Submit button.
   
   
10. A confirmation message will appear.
    
    
11. Click Confirm to complete the process.
12. On the User Management screen, select the Invited radio button to view the invited users.
    
    

The invited users will receive an email, instructing them to setup their Service Automation Users account.