How to Invite Users to Organization Facilities

Use this guide to invite users to one or more facilities at once. You can invite one user at a time, or many users with a CSV file.

Before you start: you must be an Organization Administrator.

Invite one user

1. Open Manage Multiple Facilities.
2. In the sidebar, click Multi-Facility Users.
3. In the Invite Users section, choose one or more facilities from the drop-down list. The facilities you choose show as small labels (pills) that you can remove.
4. Enter the user’s email address.
5. Choose a permission level:
   • Admin: full control over the facility.
   • View & Edit: can view and edit files.
   • View: read-only access.
   • Billing: access to billing functions only. This is available if multi-facility billing is enabled.
6. Click Invite.

What happens next:

• If the user already has a BAPLIE Viewer account, the user is added to the chosen facilities at once. The user gets an email.
• If the user is new, the user gets an email invitation. The email has a link to create the account and join the facilities.

Note: you can give only permissions that are equal to or lower than your own.

Invite many users with a CSV file

A CSV file is a text file with one user on each line.

1. In the Multi-Facility Users section, click the Import Users button. A window opens with instructions for the CSV format.

2. Prepare the CSV file. Write one user on each line in this format:

   user1@example.com, view
   user2@example.com, edit
   user3@example.com, admin

3. Choose the facilities in the facility drop-down list. This is the same list as for one user.

4. Upload your CSV file with the file selector.

5. The system reads each line and sends the invitations.

Rules for the CSV file:

• The file must be smaller than 5MB.
• Each line needs a valid email address and a permission level: view, edit or admin.
• The system skips lines with a wrong email format or a domain that is not approved.
• You see a summary of the invitations that worked and the ones that failed.

Manage invited users

Use the Manage Team table.

1. Use the facility drop-down list to show the users of one facility.
2. Read the table. It shows each user’s email, upload count, session count and permission level.
3. To remove a user from a facility, click the delete icon next to the user.
4. To send an invitation again to a pending user, click the resend icon.

Domain restrictions

Your organization can limit users to approved email domains. If this is on, an invited user must have an email address from one of your approved domains. For how to set approved domains, see the Managing Organization Domains guide.