Optery for Business provides a hassle free way to invite your team members. You can invite multiple users to your organization at the same time. In this tutorial, you learn how to use the Optery for Business portal to send bulk invitations to your team members. Specifically, you'll follow these steps:

Use Bulk invite users to prepare a comma-separated value (.csv) file with the user information (first name, last name and email).
Upload the .csv file to Bulk invite
Verify the users were added
Continue to import the verified users in to your Optery for Business account

Use Bulk invite users to prepare a comma-separated value (.csv) file with the user information (first name, last name and email).


Upload the .csv file to Bulk invite
Download sample template and retain the first row as it is. Continue to your add the list of team members you would like to invite following the template.


Verify the users were added
If you have any issues with the data in the CSV file, you will not be able to continue with the inviting the members.


Continue to import the verified users in to your Optery for Business account

Updated on: 09 / 09 / 2022