# Bulk Team Management

iframe
## Purpose

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.

## Who Can Use This

- Tenant Admins
- Enrollment Managers (users who can invite people to the platform/content)


## How It Works (High Level)

- 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.


## Step-by-Step

### 1) Prepare the CSV

- 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.


### 2) Upload the CSV

- 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.

### 3) User Registration

- 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.


## What Admins and Managers See

### Tenant Admins

- Can view all teams.
- Can see team members once registration is complete.
- Have access to analytics for these users.


### Enrollment Managers

- 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.


## Key Notes

- 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.


## Result

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.