How to bulk invite users to Lattice
As an admin, you may want to bulk invite some but not all of your employees into Lattice. You can upload a list of select employees' email addresses to send invites to your desired group.
Before you start
To invite a specific group of employees, create a CSV without headers that contains the email addresses of the users to invite.
This article walks through inviting groups if auto-invite has not been enabled by a Lattice employee. Once auto-invite has been enabled, employees will automatically be invited to Lattice once added.
The emails of employees in the file must match exactly to their Lattice email, including capitalization.
Invite your organization via CSV
Navigate to Admin > Organization > Directory.
Navigate to the Invited or Created tab.
Within the banner at the top of the table, click Invite select users via CSV.
Click Upload CSV file and add your CSV.
Click Finish.
Note: Lattice will notify you if an employee already accepted their invite or if there are any unrecognizable email addresses (not created, invited, active, or deactivated users).