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Feature
Invite your whole team at once
One window to invite several people: one row per person, with their role, what they do and their compliance documents. A single button sends all the invitations.
Inviting ten cleaners one by one took time. In Cleaners › Team (People tab) or Settings › Access › Users, the “Invite several people” button opens a window with one row per person.
One row per person
- Email address, full name and phone (optional, as for a single invitation).
- The role: “Field worker” or an office role. It is never chosen in advance; “Choose the same role for everyone” saves you time.
- For a field worker, what they do: Cleaning, Linen, Inspection, Delivery, Maintenance (several possible). Delivery opens the rounds screen, Maintenance the maintenance area.
- “Request compliance documents”, ticked by default for a field worker.
- “Paste a list of emails” creates one row per address; “Import a file (CSV)” is still available.
After sending
- Each row says what happened: “Sent”, or the clear reason for a refusal (person already in your company, invalid address…).
- “Correct the remaining row” takes you back to the form with only the rows to fix.
- The rules are those of a single invitation: an office person belongs to only one company, and everyone receives their invitation in the company's language.
The “Get started” guide opens this window directly with “Invite several people”.