Admin Feature: Inviting Users via the Institution Users Page

Admins can invite new users to an institution directly from the Institution Users page. There are two ways to add users: individually or by bulk uploading a CSV file.

Inviting Users Individually

1. Navigate to the Institution Users page and click the Invite Users button at the top right.

2. Fill in the required fields for each user:
   - Given Name
   - Surname
   - Email Address (must be the user's institutional email)
   - Role (e.g. Learner, Educator)
   - Cohort (optional)
   
   

3. Once you complete the fields, click Add.
   - A green "Valid" status will appear if the information is entered correctly.
   - If there are any errors, they will be displayed below the corresponding field.
   Note: All errors must be corrected before you can send invitations.

4. You can continue adding multiple users individually. Use the edit (pencil) or delete (trash can) icons next to a user entry to update or remove them.

5. When all users have a green "Valid" status (meaning no errors remain), click Send Invitations at the bottom right corner.

6. A confirmation message will appear once the invitations are successfully sent.
   If there are still errors, you’ll see a prompt to fix them before proceeding.

Inviting Users in Bulk (CSV Upload)

1. On the Invite Users page, click Import CSV.

2. Upload a CSV file from your computer. The file must follow the provided template format with these headers:
   - Email (must be the institutional email)
   - Surname
   - Give Name(s)
   - Role 
   - Cohort (optional)
   Note: You can invite up to 400 users at once using a CSV file.

3. After uploading, users will appear on the invite screen:
   - A green checkmark means the entry Is valid
   - A red "x" indicates an error. Click the edit icon to view and correct the error directly.
      - You can also reset the form and re-upload a corrected CSV file in order to fix the entries with errors via the "Reset form" button on the top right corner of the invite screen. 
   
   Note: Attempting to send invitations with errors present will trigger a message prompting you to fix them.

4. Once all entries are valid, click Send Invitations to notify users by email to connect their accounts to the institution.