Bring your first learners into the workspace by inviting them — manually, in bulk, or with a self-registration link.

Once your content is built and your groups are set up, the next step is bringing people in. Beeline gives you three ways to invite users, all from the same place. Pick the one that fits how many people you're adding and how much you already know about them.

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To start, go to the Users tab in the Admin section and click Invite to [Workspace Name]. The Add Users wizard opens and asks you to choose a method:

• Manual Entry — add users one at a time. Best for small groups (1–10 people).
• Bulk Upload — upload a spreadsheet of users. Best for large groups (10+ people).
• Generate Access Code — share a link or code that people use to join themselves.

👤 Add users manually

1. Click Manual Entry.
2. Enter the user's Full Name, plus an Email Address or Phone Number (at least one of the two is required).
3. Click Add User, then repeat for anyone else you're adding.
4. Click Continue and set each user's Role and Groups — or use Apply to All to give everyone the same defaults.
5. Click Continue to review your list, then send the invites.

📤 Upload users in bulk

1. Click Bulk Upload.
2. Click Download Template with Instructions and fill in the Users sheet. The template also includes Instructions, Role Reference, and Available Groups sheets to guide you.
3. Save your file as .xlsx or .csv and upload it.
4. Check the Preview to confirm your users have been read in correctly.