Inviting Users via CSV Upload

Overview

Shelf enables bulk user invitations through CSV file uploads, making it particularly useful for onboarding teams or departments all at once.

Prerequisites

• Administrator permissions required in your workspace
• CSV file formatted according to the provided template
• Team subscription (user management is a team feature)

Getting Started

1. Navigate to Settings > Team
2. Click on Import Users
3. Download the CSV template to ensure proper formatting
4. Fill in the template with user information

CSV File Requirements

Base Rules

• Use comma (,) as the delimiter
• Valid roles: ADMIN, BASE, SELF_SERVICE
• Role column is case-sensitive
• Each row represents one new user
• Email addresses must be valid
• First row reserved for column headers

Required Columns

• role: User's workspace role (ADMIN, BASE, or SELF_SERVICE)
• email: User's email address

Sample CSV Format

role,email
ADMIN,john.doe@company.com
SELF_SERVICE,jane.smith@company.com

Import Process

1. Prepare CSV file according to template
2. Click Import Users in Team settings
3. Add optional welcome message for invitation emails
4. Select prepared CSV file
5. Click Import now

After Import

• Users receive email invitations
• System validates all entries before processing
• Summary provided of successful invites and errors
• New users must accept invitation to gain access

Important Notes

• All entries validated before processing
• Invites sent via email with secure join link
• Users already in workspace cannot be invited again
• Email addresses must be correctly formatted

Troubleshooting

• Verify CSV uses comma delimiter
• Check roles are correctly capitalized
• Ensure all email addresses are valid
• Confirm users are not already workspace members

Best Practices

• Review CSV before upload for accuracy
• Include clear welcome message with context or instructions
• Keep track of sent invitations
• Follow up with users who have not accepted

Support Contact: hello@shelf.nu