Inviting Users via CSV Upload

Learn how to efficiently invite multiple users to your workspace using our CSV import feature.

_Overview

Shelf allows you to invite multiple users simultaneously by uploading a CSV (Comma-Separated Values) file containing their information. This feature is particularly useful when onboarding teams or departments all at once.

Prerequisites

• You must have administrator permissions in your workspace
• A CSV file formatted according to our template
• Team subscription (User management is a team feature)

Getting Started

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

CSV File Requirements

Base Rules

• Use comma (,) as the delimiter in your CSV file
• The following roles are valid:
  • ADMIN
  • BASE
  • SELF_SERVICE
• Role column is case-sensitive
• Each row represents a new user to be invited
• Email addresses must be valid
• The first row is reserved for column headers

Required Columns

• role: The user's role in the workspace (ADMIN, BASE, or SELF_SERVICE)
• email: The user's email address

Sample CSV Format

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

Import Process

1. Prepare your CSV file according to the template
2. Click "Import Users" in the Team settings
3. Add an optional welcome message that will be included in the invitation email. This message appears prominently in a yellow box at the top of the invitation email, making it perfect for including specific instructions or important information for your new users
4. Select your prepared CSV file
5. Click "Import now"

After Import

• Users will receive an email invitation to join your workspace
• The system will validate all entries before processing
• You'll receive a summary of successful invites and any errors
• New users will need to accept the invitation to gain access

Important Notes

• All entries are validated before processing to ensure data integrity
• Invites are sent via email with a secure join link
• If a user is already part of the workspace, they cannot be invited again
• Ensure email addresses are correctly formatted to avoid errors

Troubleshooting

If you encounter issues during import:

• Verify the CSV uses comma as delimiter
• Check that roles are correctly capitalized
• Ensure all email addresses are valid
• Confirm users aren't already workspace members

Best Practices

• Review your CSV file before upload to ensure accuracy
• Include a clear welcome message to provide context, special instructions, or important requirements (e.g., specific naming conventions, ID numbers, or other onboarding information)
• Keep track of sent invitations
• Follow up with users who haven't accepted their invitations

Need additional help? Contact our support team at hello@shelf.nu

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