Documentation

Invite your team

Import employees from an .xlsx or .csv with the columns Name, Email, Department and Position — a template is available in the onboarding wizard — or sync directly from Microsoft 365.

After import, each row is validated: a summary shows how many are ready to invite and how many need attention (a missing department, a duplicate email). Fix what's flagged, then send invitations in your team's preferred language, immediately or on a schedule.

Invited employees appear in Users with an "Invited" status until they activate their account. Admins can resend or revoke an invitation at any time from there.