➡️ This feature is only visible to Account Owners and Admins.
It is now possible to invite multiple members, based on predefined fields, on Spendesk! 🚀
Go to Settings > Members and click on "Invite new members".
Then, select "By file upload".
Read before use 🤓
The template contains all possible columns with information about what is required and how to use it.
The template also contains additional sheets with all cost centers and approval policies listed.
Columns are shown only if a corresponding feature is enabled.
The following information is usable for an invite:
First name (required)
Last name (required)
Email Address (required)
Roles (optional)
identified by name
Cost Center (optional)
if the feature is enabled
identified by name (unique constraint)
Approval Policy (optional)
if the feature is enabled
not uniquely identifiable by name
IBAN and BIC (optional)
feature flagged
When you have filled the file, click on "Start the import".
We will automatically invite members 🚀
I have an error, what should I do?
We display an error message for the following:
Invalid xlsx structure, User already exists, Invalid email, Invalid role, Cost center not found, Approval policy not found, Missing mandatory information.
IBAN and BIC
It's compulsory to add both IBAN and BIC.
If only the IBAN is added and not BIC, it will not be populated.
(Example of error screen)
