SigningHub Web Help
IndexBookmarkPrint
 
Contents
 
:
 
Home > Configuring Enterprise Settings > Managing registered users of an enterprise > Inviting enterprise users via CSV file

Inviting enterprise users via CSV file

You can also invite your enterprise users in bulk through a CSV file. The CSV file (being used for inviting your enterprise users) must have the valid email addresses of the recipients. SigningHub supports three different types of email headers (i.e. Primary Email, E-mail Address, and Email Address) to pick up the email addresses from a CSV file. This is a smart way for the enterprise admins to invite multiple users to their enterprise account through a single click.

To invite users to your enterprise through a CSV file, 
  1. Login with the enterprise admin credentials.
  2. Click the "Enterprise" option from the top menu.
  3. Click the "Users" option from the right menu.
  4. Click the "User Invitations" tab from the main grid.
    The "User" screen will appear listing all invitations with "Pending" or "Declined" statuses. For details, see the "Registration Status" table below.
  5. Click  from the main grid header. The "Invite User" dialog will appear.
  6. Click the "Bulk Invite" tab.
  7. Select the role for all the users to be invited. The default role is automatically selected for the invitees, change it as required.
    The users accepting the invitations will have the same (this) role in the enterprise account.
  8. Click the "Select a CSV file" button to locate and select the required CSV from your system.
    All those users (with valid email addresses in the CSV file) that have not been previously invited, or have declined or have ignored (pending) the previous invitation, will be invited. An invitation email and web notification will be sent to each such invitee with the account registration link.

Registration Status Table
Fields 
Description
Pending This status implies that the user has not responded to your invitation. The enterprise admin has option to resend or remove the invitation. 
Activated
This status implies that the user has accepted your invitation and activated their account. Activated users are the registered enterprise users, and hence they are shown in the "Registered Users" tab only.
Declined
This status implies that the user has rejected your invitation. The enterprise admin has option to resend or remove the invitation. 


1. The CSV file being used for inviting the enterprise users in bulk must have the valid email addresses of the recipients.
2. SigningHub supports three different types of email headers of a CSV file, i.e. Primary Email, E-mail Address, and Email Address. So you can  export your contacts (in CSV) from Gmail, Yahoo, Outlook, Thunderbird, or any other email service provider that supports these email headers.


See also


Was this information helpful?YesNo