Sending Bulk Invites

Sending Bulk Invites

Note: Bulk Invites have a limit of 100 contacts at a time

  1. Click Bulk Actions on the left-hand navigation.
  2. Click Invite to Liscio.
  3. Click Search to produce a list of all clients or filter by clicking Select Entity and/or Select Status. 
  4. Click the checkbox next to Contact Name if you'd like to select all users on the first page of the list OR Click the checkbox next to specific contacts if you'd like to select specific users
  5. Scroll to the bottom of the page.
  6. Click to the next page of Contacts if applicable.  
  7. Repeat steps 5 - 7 until you've reached 100 contacts
  8. Click Next Step
  9. Review the list of invites to be sent. If you need to remove a user from the list of invites, hover over the contact and click the trashcan icon
  10. Click Send Invites



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