Inviting members to your organization by CSV upload Inviting members to your organization by CSV upload

Inviting members to your organization by CSV upload

Inviting members to your organization by CSV upload helps streamline the process of adding multiple users efficiently. This guide provides step-by-step instructions on how to use the CSV upload feature to invite individuals in bulk.

Note: This feature is dependent on your license type.

What is a CSV file?

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

Steps to invite members via CSV upload

1. Create a CSV file

Prepare a CSV file with the email addresses of the members you want to invite.

2. Access the admin panel

  1. Navigate to your Admin profile in the top-right corner of your BioRender page.
  2. Click on Account Overview & Users.

Screenshot 2024-03-24 at 9.43.21 AM.png

3. Select the Invite Members option

  1. Click on Invite Members.
  2. From the drop-down menu, select via Import.

Screenshot 2024-03-24 at 9.43.36 AM.png

4. Upload the CSV file

  • Locate the CSV file you want to import.

Screenshot 2024-03-24 at 9.44.18 AM.png

  • Select and upload the CSV file.

Here is an example of a student list:

Screenshot 2024-03-24 at 9.44.59 AM.png

5. Send a custom message (optional)

You can include a custom message that will be sent with the invite email.

Screenshot 2024-03-24 at 9.45.43 AM.png

6. Verify invites

Once the invites are sent, the members will appear in the User Account list for your organization.


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Troubleshooting

  • Ensure the CSV file follows the correct format.
  • Verify that all email addresses are correctly formatted.
  • If an error occurs, check the file for missing or incorrect data.

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Need help?

If you have any questions or concerns:

  1. Email Support: support@biorender.com
  2. Live Chat: Available by clicking on the "Help" bubble in the app on the bottom right-hand corner.