Bulk Invite is available inside Administration → Invite Someone → Bulk Invite. It requires the can_bulk_invite permission (granted to the Founder by default).
can_bulk_invite. Grant it via Manage Permissions → Invite Someone.Method 1 — Manual rows
The Manual List tab shows three rows by default. Click Add Row to add more. For each row configure:
- Email (required) and Username — username is auto-filled from the email prefix and validated in real time against existing accounts.
- Identity — also create a Digital Identity (master_data) record for this user.
- Privacy — use the username as a placeholder name (only available when Identity is enabled). The user fills in their real details after first login.
- Password — generate a random password and activate the account immediately.
- Silent — create the account without sending any email now. The Password option is automatically disabled in silent mode. You can send the invitation later from Pending Activation.
Add an optional shared note to be appended to all invitation emails, then click Process Invitations.
Method 2 — CSV upload
Click Download CSV Template to get the official template. Fill it in with the following columns:
| Column | Required | Notes |
|---|---|---|
Email | Yes | Must be unique in the system. |
Username | No | Auto-derived from the email prefix if left empty. |
First Name | No | Used to create a Digital Identity record if provided. |
Last Name | No | |
Sex | No | M, F, or O. Defaults to O if not recognised. |
Date of Birth | No | Format: YYYY-MM-DD. |
Citizenship | No | Free text nationality. |
Upload the file and click Upload & Preview. The system parses the file and shows a preview table before creating anything.
The preview step
The preview table lists every detected row with a Ready or Skip status. Rows with an invalid email or missing username are skipped automatically. For each valid row you can configure the same per-row options as in the manual method (Identity, Privacy, Password, Silent) and check the What will happen column to confirm the outcome before committing.
When satisfied, click Confirm & Process.
After processing
A results summary shows how many accounts were created, how many invitation emails were sent, and how many were created silently. Any errors (duplicate email/username) are listed individually. If passwords were generated, a credentials table is displayed — copy it before navigating away, as passwords are not stored in plaintext and will not be shown again.
