How to invite your colleagues to Dreamdata
Updated
by
Aleksandar Grbic
You can invite a single colleague by email, pick from the colleagues we already found in your CRM, or upload a spreadsheet to invite your whole team at once.
Here's how to invite your team
- Click on your name in the bottom left
- Select "User Management (Access Management)"
- Go to "Users"
Inviting one person at a time
Click on Invite Users > Invite by email button.
- Fill in their work email (required)
- Pick a role (only when your plan has Roles & Permissions enabled)
- Optionally add a display name and job title so the rest of the team recognizes them
- Click Invite
They get an authentication email and join the account right away.
Inviting your whole team with a spreadsheet
Switch to the Bulk import card and either drag a file onto the dropzone or click it and pick a file.
Use our template — or your own
You have two options for the file:
- Use the Dreamdata template. Click Use invite template and we open a Google Sheet with the right column headers already in place. Make a copy, fill in your team, and export as CSV or XLSX.
- Bring your own sheet. Any
.csv,.xlsx, or.xlsfile works as long as the column headers match the ones below. Extra columns are ignored - we only read the ones we recognise.
A single upload supports up to 250 people and 5 MB. If your team is bigger, split it into multiple uploads.
Columns we expect
Column | Required? | Accepted header names |
Yes |
| |
Role | Yes |
|
Name | No |
|
Job Title | No |
|
Header matching is case-insensitive and extra whitespace is ignored.
The four roles
The Role column accepts one of these four values (any casing works):
- Admin
- DataManager
- Sales
- Viewer
Custom roles are part of the Roles & Permissions feature, which ships on Business and Enterprise plans. If your plan doesn't include it, the Role column is ignored - everyone joins with the default role for your account (typically Admin, or Viewer if your account has Allowed Domains enabled under Security).
Example sheet
Email,Role,Name,Job Title
ada@acme.com,Admin,Ada Lovelace,VP Marketing
grace@acme.com,Sales,Grace Hopper,Account Executive
linus@acme.com,Viewer,Linus T.,
What happens after you upload
- We read the file in your browser and show a preview of the rows
- Rows with problems get a coloured badge:
- 🔴 red — an error you must fix (invalid email, invalid role). The Invite button stays disabled until you remove or fix these rows.
- 🟡 yellow — a heads-up. The most common one is "Duplicate": two rows share the same email, so only the last one will be invited.
- When the preview looks right, click Invite N users
- For batches of more than 50 people we ask you to confirm — protects against accidental clicks
- We show a toast summarizing how many succeeded and how many failed
- If some rows failed, the preview keeps only the failed rows so you can fix the sheet and re-upload. Successful invites are never retried
Common reasons a row fails
Reason | What it means | How to fix |
Invalid email | The cell isn't a valid email address | Correct the cell |
Invalid role | The role doesn't match Admin / DataManager / Sales / Viewer | Use one of the four values |
Email domain not allowed | The domain isn't on your Allowed Domains list | Add the domain under Security → Allowed Domains or change the email |
Profile already associated | That person is already on the account | No action needed — they already have access |
Seat limit exceeded | You've used all the seats on your plan | Upgrade or revoke an existing user, then retry |
Safe to retry
Bulk import is idempotent — if the network blips, or you double-click the Invite button, you won't accidentally send duplicate invitations. Each upload gets a unique fingerprint, and we recognise a retry of the same file and return the same result instead of running it twice.
We're here to help
We are always here to help so please reach out to friends@dreamdata.io if you have any trouble with inviting your colleagues!
Thank you!
