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Bulk Invite Users

For: Admin | Tier: Standard+

When you're onboarding an entire team — or rolling Tellus out to a new site — inviting users one at a time is slow. Bulk invite lets you add up to 100 users in a single upload.

Steps​

  1. Navigate to AdminHQ from the main menu
  2. Click People in the sidebar
  3. Click Bulk Invite in the top-right area
  4. Click Download CSV Template to get the pre-formatted spreadsheet
  5. Open the template in Excel, Google Sheets, or any spreadsheet editor
  6. Fill in one row per user with the following columns:
    • email — The user's work email address (required)
    • full_name — First and last name (required)
    • role — One of: admin, manager, coordinator, trainer, employee, viewer, contractor, consultant (required)
    • site — The name of the site to assign them to (optional, must match an existing site name exactly)
  7. Save the file as CSV
  8. Back in Tellus, click Upload CSV and select your file
  9. Review the preview table — Tellus validates each row and flags any errors:
    • Red rows have issues (invalid email format, unrecognized role, unknown site name)
    • Green rows are ready to send
  10. Fix any errors by editing the CSV and re-uploading, or remove problem rows
  11. Click Send All Invitations

What Happens Next​

  • Each valid user receives an invitation email with a link valid for 7 days
  • All invited users appear on the Pending Invites page
  • You'll see a summary showing how many invitations were sent successfully

Tips​

  • Match site names exactly — The site name in your CSV must match what you've set up in AdminHQ. Check AdminHQ > Sites if you're unsure of the exact name.
  • One role per user — Each row assigns a single role. If someone needs different roles at different sites, invite them with one role first, then adjust site-scoped roles from their user profile.
  • Check your user limit — Bulk invite counts against your plan's user limit. If you try to invite more users than your plan allows, the upload will flag the excess rows.
  • Re-upload is safe — If a user was already invited (same email), Tellus skips the duplicate rather than sending a second invitation.