Can I invite multiple agents at once?

The instructions below are for desktops and laptops only.

Yes, you can easily add multiple agents to your property. Your agents will be notified when you invite them, and if they don’t already have tawk.to accounts, they’ll be prompted to sign up.

To learn more about the general steps to invite and manage members, click here.

In this guide, we’ll show you how to add multiple agents to your property simultaneously.

Follow these steps to add multiple agents:

3. Click the gear icon on the top menu to go to the Administration panel.

4. Go to Property Members under User Management. You’ll see a list of all your property members.

5. Click Invite Member.

6. On the Invite Members page, there are 2 ways to add multiple agents:

• Click Import from CSV to upload a file containing the agents’ email and roles (the fastest way), or
• Add agents’ email and roles in the respective fields. Click Add Another to add more agents.

Note: You can invite up to 50 members at a time. If you need to add more agents, contact us via chat and we can raise your limit.

If you’re uploading a CSV file, ensure your file lists your agents’ emails and roles like this:

7. Once you’ve added your agents, double-check their details and ensure you’ve assigned the correct roles.

8. Click Send Invitation. Your agents will be notified via email.

If they’re already on tawk.to, they’ll also be notified on their dashboard, like this:

If you need to add more than 50 agents, contact us via live chat, and we’ll help you further.

If you have feedback about this article, or if you need more help:

• Click the green live chat icon

• Schedule a call with us

• Visit our community