Through a Group invitation, Admins and Instructors can import members from other Groups within the Space or upload a .csv file to streamline and speed up the import process.
A .csv file is a highly compatible and customizable format that allows you to import data and values from various platforms without losing formatting.
To invite Learners and Instructors to join a Group using the Import members feature, you have several options available:
- you can click on Invite at the top right within the Wall:
- you can click on the three dots ⋯ next to the Group's name, select View Participants from the dropdown menu, and click on + Invite from the Group Members section:
In both cases, a window will pop up where you can import Learners or Instructors into the Group. To do so:
- click on Import
- select Learners from the dropdown menu if you want to invite users to the Group as Learners, or select Instructors from the dropdown menu if you want to invite users as Instructors
Users will receive an invitation to the Group as either Learners or Instructors depending on the role you selected for them during the import process.
If you have an active Lite Plan, this feature won’t be available; upgrade to the Pro or Enterprise Plan to allow the import of members from other Groups.
After that, you can choose to:
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After clicking on Import members from your existing Groups, select the Group from which to import users and click on Proceed:
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Now, you will see a summary window for the Group members you have imported. Click on Import Learners or Import Instructors to finalize the import of the members into the current Group:
Users with pending invitations in the source Group won’t be imported into the target Group.
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After clicking on Import members from .csv file, you will see the members’ import window, where you will be able to upload a .csv file directly from your device.
To do so, ensure that the users' email addresses are arranged in a column within the .csv file, then click on the box to start the upload:
You can invite up to a maximum of 5000 users at a time using a .csv file with a maximum size of 50 Mb.
Click on Download Example .csv to get a .csv file to customize: enter the email addresses of the users you want to invite into the Email column and click on the box to start the upload.
If you have an active Lite Plan, this feature won’t be available; upgrade to the Pro or Enterprise Plan to allow the import via .csv file.
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Next, click on Import as Learners or Import as Instructors to finalize the import of the Group members via a .csv file:
Users will receive an invitation to the Group as Learners or Instructors depending on the role you selected for them during the import process.
The email addresses of the Learners and Instructors you have invited will appear in the Pending section of the Group. From there, you will be able to monitor both the number of Learners and Instructors who gradually join the Group they have been invited to and those who could not join the Group due to a technical issue.
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