How to bulk invite team Members.

Roles and Permissions.

Organization Owner/Manager :

• Only they can bulk invite team members.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

How to bulk invite members

There are three ways to bulk invite members.

A) At the time of Create Account.

B) Simple member invite

C) From Employee Module

A) At the time of Create Account.

If a user creates an account for the first time, they will be able to send bulk invitations to members.

Step 1 : Click on create account link

Step 2 : Fill in all the mandatory details and click on the 'Create My Account' tab. A verification link will then be sent to the registered email address.

**Step 3 : **Select I am bussiness owner tab and click on Continue button.

Step 4 : Create Organization and click on Next button.

Step 5 : Set up account and click on Next button.

Step 6 : Now you can bulk invite members

• You can copy (8 ) and send the invite link to a group, allowing multiple users to register their accounts with this link.
• You can also invite multiple members by manually entering their email addresses (9) and selecting their user roles..
• You want to invite more than one members then simply click on plus icon (11)
• A verification link will be sent to the member's email address. Members will fill in all the details and click on "Join Organization," (12) then they will be added to the organization.

B) Simple member invite

Step 1 : Click on People >> Employees >> Invite New Mebers

Step 2 : Now you can bulk invite members

• You can copy and send the invite link to a group, allowing multiple users to register their accounts with this link.

• You can also invite multiple members by manually entering their email addresses (5) one by one, separated by commas (,). However, in this case, you can only invite members with the user role.

How to bulk invite members in stealth ?

Step 1 : Click on People >> Employees >> Invite New Members

Now click on Invite member via mail >> You can invite multiple members manually in stealth mode by entering their email addresses one by one, separated by commas (,)then select radio button Silent & select the Tracking mode

Now select the Send invite Type : If want to send email to user, select send email while invite. If you Do not wish you send invite mail to user, Select **Skip email invitation **.

Post that select the mode unlimited/Fixed and click on Invite.

Note : At one time, you can bulk invite only 30 members, and it depends on your subscription plan.

C) From Employee Module

Step 1 :

Go to People >> Employee >> click "Bulk Invite " beside the drop down arrow on Invite New Employee

A pop up opens where you can download a sample file to view the format of accepted bulk invite .CSV sheet

Details on Sample format:

1. Column A : Member Email ID - Enter the Users Email id

2. Column B : Member Role - Select which role is to be assign

3. Column C: Tracking Mode - Invite needs to be send in Visible or Silent mode

4. Column D : Stealth Invite / Direct Add - if Silent mode is selected in #3 next step is to select whether invite email is needed to be send to User Or NO.

if invite mail is to be sent to user then mention Invite here.

if No email is to be sent to user then mention Add here

5. Column E : Project(optional) - Mention the Project Name

6. Column E : Member ID(optional) - Mention Member Id

save the file after filling the details.

Step 2 :

Now import the same file to Workstatus Web & Click on Import now Button.

Step 3 :

Go to Bulk Invite Status tab to see the status of the process done above. You may click on the Download status file option to see what was imported.

Now, the members which were Invited in Visible mode/Silent Mode via sending email, can be seen under Invited tab & Member which were invited in silent mode with No Invite sent - can be seen under Member Tab.

Updated on: 22/08/2025