Quick Guide for Team Plan

A Quick Guide is dedicated to helping you quickly find the answers you need.
FAQic-arrowHow to

How to Batch Add Team Members?

If you need to add many members to a team, to simplify the workflow, you can add them in batches as follows.

1. In the PDF Tech Console, choose Team Management -> Manage Member;

2. Click Add Member at the top right corner;



3. Choose Add in Batch and click Download the sample xlsx file;



4. Enter your member information into the sample file, including member email, member name, and team name;

5. Upload the xlsx file to Add Member page, and click Add.


Note: After the invitation has been sent to the members’ emails successfully, please wait for the members to confirm, after the confirmation will automatically join.


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