Skip to main content
Version: 25.0

Adding Multiple Members or Users with Email Invitations

This topic explains how to add Multiple Members or Users with Email Invitations in Agility.

***Users are called members.*** The easiest way for administrators to create multiple member accounts, assign them to a project, and then assign their Admin Privileges role is by sending an invitation. Follow the steps in this article to add members in bulk.

Steps

Your ability to create a new member account depends on your Admin Privileges or Project Role.

  1. Click the hamburger menu Hamburger iconAdmin > Members.
  2. Click Invite Members.
  3. Enter the email addresses of all the required members.
  4. Select the appropriate project from the Assign Members to Project drop-down.

Invite Members

The system automatically sends each member an email message with instructions for setting up their account.

Make sure there are no REQUIRED fields in your user records or this will not work. Go to the Display Fields section under Admin, select the Global Assets, and look under Member. Make sure no fields are required.