Overview: Invite teammates to SiFi one by one or in bulk using a CSV template. This guide walks Admins/HR through both methods, field requirements, and common issues.

Only Admin, Finance Manager or HR role with permission can manage users

Option 1 — Single Invite (one user)

Steps

1. Go to People from the left navigation.

2. Click Invite Users (top-right).

3. Select Single Invite.

4. Fill the form:

   • Full name (required)

   • Employee ID (if your policy requires it)

   • Work email (required)

   • Mobile number (use country code, e.g., +966…)

   • Job title

   • Manager/Owner (if applicable)

   • Role (e.g., Employee, Manager, Admin)

5. Click Review → confirm details.

6. Click Send Invite.

   → The user will receive an email/SMS invite and will appear as Pending Invite in the list.

Option 2 — Bulk Invite (many users at once)

Steps

1. Go to People → Invite Users → Bulk Invite.

2. Click Download CSV Template.

3. Fill the template (one row per user). Save as .csv.

4. Drag & drop or Upload CSV.

5. Map columns (if prompted) to SiFi fields.

6. Click Validate to check for errors.

7. Click Send Invites.

CSV Columns (recommended)

• full_name (required) – e.g., Aisha Al-Mutairi

• employee_id (if used) – e.g., National ID, Iqama, Border ID

• email (required) – e.g., aisha@company.sa

• mobile (if used) – mobile number

• job_title (optional) – e.g., Finance Manager

• mobile_owner (optional) – company owned, employee owned

• role (required) – Employee, Manager, or Admin

Tips

• Keep headers exactly as in the template.

• Use one consistent role per row (roles can vary across rows).

• If Employee IDs are enforced, make sure each ID is unique.

Manage Pending Invites

• Resend invite: People → Invited → Resend

• Cancel invite: People → Invited → Cancel

• Edit before they accept: Cancel the invite → re-invite with corrected details

Common Issues & Fixes

• Duplicate email → The user already exists or has a pending invite. Cancel or use another email.

• Invalid email format → Correct the address (e.g., missing @ or domain).

• Phone number rejected → Use full international format with country code.

• Role missing in CSV → Add a valid role or set a default role.

• Phone number ownership → Selection of phone number owner