Invite members to your organization by CSV upload Invite members to your organization by CSV upload

Invite members to your organization by CSV upload

Tawny Fontana Tawny Fontana

Utilize CSV upload so you can streamline the process of inviting individuals to your organization. This guide will walk you through the steps for efficiently inviting individuals in bulk.

A comma-separated values (CSV) file format is a plain text format used to store and exchange tabular data, like a spreadsheet or a database.

  1. Create a CSV file with the desired member's email details.

  2. Navigate to your Admin profile in the top right corner of your BioRender page. Go to "Account Overview & Users."

     

    Screenshot 2024-03-24 at 9.43.21 AM.png

  3. Click on “Invite Members” and from the drop-down, select “via Import”.

     

    Screenshot 2024-03-24 at 9.43.36 AM.png
  4. Locate the CSV file you would like to import.

    Screenshot 2024-03-24 at 9.44.18 AM.png
  5. Select the CSV file you would like to import.

    Screenshot 2024-03-24 at 9.44.48 AM.png

    Example of Student list:

    Screenshot 2024-03-24 at 9.44.59 AM.png
  6. Upload your CSV File.

  7. You will then have an option to send a custom message along with the invites. This will be included in the email invite.

     

    Screenshot 2024-03-24 at 9.45.43 AM.png
  8. After the invites have been sent, members will now show in the User Account list for your Organization.