Skip to main content

How to Invite Users to Organization Facilities

Organization Administrators can invite users to one or more facilities at once, either individually or in bulk via CSV upload.

Inviting a Single User

1. Navigate to **Manage Multiple Facilities**
2. Select **Multi-Facility Users** from the sidebar
3. In the **Invite Users** section:
- Select one or more facilities from the dropdown. Selected facilities appear as removable pills
- Enter the user's email address
- 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 (if multi-facility billing is enabled)
4. Click **Invite**

If the user already has a BAPLIE Viewer account, they are immediately added to the selected facilities and notified by email. If the user is new, they receive an email invitation with a link to create their account and join the facilities.

You can only grant permissions at or below your own permission level.

Bulk Inviting Users via CSV

To invite multiple users at once:

1. In the **Multi-Facility Users** section, click the **Import Users** button
2. A modal opens with instructions for the CSV format
3. Prepare a CSV file with one user per line in the format:
```
email@example.com, view
another@example.com, edit
admin@example.com, admin
```
4. Select the target facilities using the facility dropdown (same as single invite)
5. Upload your CSV file using the file selector
6. The system processes each row and sends invitations

The CSV file must be under 5MB. Each row must include a valid email address and a permission level (view, edit, or admin). Users with invalid email formats or unapproved domains are skipped, and you will see a summary of which invitations succeeded or failed.

Managing Invited Users

After inviting users, you can manage them from the **Manage Team** table:

1. Use the facility dropdown to filter users by facility
2. The table shows each user's email, upload count, session count, and current permission level
3. To remove a user from a facility, click the delete icon next to their name
4. To resend an invitation to a pending user, click the resend icon

Domain Restrictions

If your organization has approved email domain restrictions enabled, invited users must have an email address matching one of your approved domains. See the **Managing Organization Domains** guide for details on configuring approved domains.