You can easily invite multiple Team members by uploading a CSV file with the e-mail addresses of the new Team members.
1. Go to the teamSelect the Teams tab on the left and then click on the team.
2. Invite new members
To invite new Team members, go to the "Members" section and select "Invite new member".
3. Invite many at once
In order to use bulk invite, click on "Invite many at once".
4. Download the CSV file
In order to invite many Team members at once you first need to download the CSV template. Once dowloaded, enter the E-Mail addresses of the new members in the file. When you are finished, make sure to save it as a CSV file.
5. Upload the CSV file
After entering the E-Mail addresses and saving the CSV file upload it to Monta Portal. Click on "Choose file" and browse for the file. Once you upload the CSV file, you click on "Import & Invite" to send the bulk invitation to the new members.
When the process is done, you will receive a confirmation email that the import of the file and invitation has been completed.
6. User role and member price group
When you send Team invitations by bulk, the user role for all new Team members will be "Member". They will be assigned to the default member price group. To change the user role and member price group follow this guide: user rules and member settings on Monta Portal.