How to invite my collaborators on eBloom

Invite my collaborators for the first time

1. Go to Settings (⚙️ at the top right of your screen, in the top menu bar) > "Users".

2. Click on the “+ Invite users”.

3. Click on the purple link “Invite many users by Excel”.

4. Click on the purple button “Download template”: An Excel document, called “ebloom_users_template.xlsx” is automatically downloaded to your computer.

5. Open the excel document, list the email addresses of the people you want to invite in column A “Email/Phone” and the language in which you want to send them the invitation in column C "Language". You also have the possibility to fill in their first and last name information (to facilitate your management), as well as to create your teams and filters. Save the file.

6. Return to eBloom, click on “Choose a file” and select the excel document. Click on “Save”.

7. Check that the information is complete and correct, then click on “Save and Invite users (preview)”. If you'd like to save your users but send invitations later, click on "Save users". In this case, you'll be redirected to the "Users" page, and the next step doesn't apply.

8. Check that the communication proposed in the box suits you, click on “modify text” to modify it. Click on “Invite now” to send invitations instantly.

Add a few new users

1. Go to Settings (⚙️ at the top right of your screen, in the top menu bar) > "Users".

2. Click on the “+ Invite users”.

3. click on the ⊕ button and enter the necessary information of the person you want to invite. Repeat the operation for all the people you wish to add.

4. Click on “Save and Invite users (preview)”. If you'd like to save your users but send invitations later, click on "Save users". In this case, you'll be redirected to the "Users" page, and the next step doesn't apply.

5. Check that the communication proposed in the box suits you, click on “modify text” to modify it. Click on “Invite now” to send invitations instantly.

Updated on: 10/03/2025