If you have to assign the team and role at the time of invitation or you simply have a lot of users you need to invite to the Everlance platform, this feature will save you time and effort of switching between tabs and manually adding via email invite. 

Step 1: Click on the 'Members' button on the left sidebar menu: 

Step 2: Click on 'Invite Members' in the top right corner

Step 3: Click 'Upload CSV'

Step 4: Create and upload a CSV file. Download the CSV template here or create your own with the following fields: 

Email and Manager's Email are the only fields required for the invitation.

If the role is not assigned to the user, then their role will automatically be assigned to Member.

If you want an employee to have multiple roles, include them in the "Roles" column separated by a semicolon (e.g. Manager; reviewer"

Click here to view role permissions.

Step 5: Once you have uploaded your file and are satisfied that you have entered all of the accurate information, press the Send Invites button.

Step 6: A loading message will appear where you will have the option of canceling the upload or navigating away from the page while it loads.

Step 7: If you wait for the file to upload, you will then receive a confirmation message.

We love hearing from you! Support can be reached at support@everlance.comor by phone at(872) 814-6308. Our office hours are9am-5pm Monday - Fridayand9am-4pm ESTon weekends.