Add multiple team members in bulk
Use the bulk add members modal to invite many people to your organisation at once, review their status, and resend any failed invites.
This guide is designed for project manager.
Steps
Step 1: Open the bulk add members modal
From your team or organisation settings, select the option to add members in bulk to open the Bulk Add Members modal.
Step 2: Review available projects and roles
Check the list of projects that can be assigned to the new members and familiarise yourself with the available organisation roles before you start adding emails.
Step 3: Enter email addresses and names
Paste or type a list of email addresses into the input area; names may be inferred from the email addresses, and each person is added as a separate entry.
Step 4: Adjust names and roles for each person
For each entry, review the suggested display name and role, and update these fields where necessary to match how you want the member to appear in the organisation.
Step 5: Check for invalid, duplicate, or existing members
Review the status indicators for each entry to identify invalid emails, duplicates, or people who are already members, and decide whether to correct, remove, or keep them.
Step 6: Start sending invitations
When you are satisfied with the list, start the sending process to invite all valid entries, with progress shown as each invitation is processed.
Step 7: Monitor send progress and handle errors
Watch the sending phase as invitations are dispatched in parallel; any failed rows will display an error message so you can review what went wrong.
Step 8: Retry failed invitations or adjust details
For any entries that did not send successfully, update the email, name, or role if needed and trigger a resend for those specific members.
Step 9: Review completion summary
Once sending is complete, review which invitations succeeded, note any that were skipped as existing members, and confirm that your team list has been refreshed.
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Last updated: 2026-07-15