Create teams and invite users at the same time using a platform invitation CSV. This lets tenant admins and enrollment managers bulk-enroll users while automatically assigning them to teams with a designated manager.
- Tenant Admins
- Enrollment Managers (users who can invite people to the platform/content)
- You upload a platform invitation CSV.
- The CSV specifies:
- Which team (user group) the user belongs to.
- Who the team owner/manager is.
- Invitations are sent.
- Users appear as team members after they register.
- Download or use your existing platform invitation CSV.
- Ensure the following fields are set correctly:
- User group: the team the user should belong to (e.g., Team 2).
- User group owner email: the email of the person who will manage that team.
- The user group owner email links the team to its manager.
- Go to Management → Invite.
- Select Upload CSV.
- Review the preview:
- Validate user details.
- Confirm the user group and group owner are correct.
- Click Save.
This triggers the platform invitations.
- Invited users must register before they appear as team members.
Before registration:
- The invite shows as pending.
- The user does not appear in the team yet.
After registration:
- The invite shows as accepted.
- The user automatically appears in the assigned team.
- Can view all teams.
- Can see team members once registration is complete.
- Have access to analytics for these users.
- Can create and manage teams via CSV.
- If granted analytics access, can view the same analytics as tenant admins.
- Do not access tenant settings or edit course content.
- Users do not see which team they belong to from their own perspective.
- Teams are populated only after registration is completed.
- This method scales easily for onboarding large cohorts tied to specific managers.
With Bulk Team Management, you can onboard users, assign them to teams, and establish team managers—all in one CSV upload—streamlining large-scale enrollment and oversight.