How do I invite multiple new users at once?

For Administrators

Administrators can bulk invite multiple users at once, even with different roles, using the invite multiple people feature.

Note: In the file you will be asked to fill out the Employee ID, this relates to the AirPlus Employee ID which ensures that the person's card transactions are visible in Cardlay Expense web and mobile app. Make sure that it is the exact same Employee ID registered for the cardholder in the AirPlus portal.

How to do it: 

1. Go to the “People" page.
   

2. Click “Create invitation” in the top-right corner.
   

3. Switch to the “Invite multiple people” tab.
   

4. Download the Excel file and fill it out according to the instructions provided in the file.

Note: In the file you will be asked to fill out the Employee ID, this relates to the AirPlus Employee ID which ensures that the person's card transactions are visible in Cardlay Expense web and mobile app. Make sure that it is the exact same Employee ID registered for the cardholder in the AirPlus portal.

5. Upload the completed file by dragging it to the blue area or by clicking Browse to select it from your computer.
   

6. Review for errors.
   If the system detects any issues in the file, they’ll be displayed during upload. You’ll be guided to correct them before uploading the file again.
   

7. Click “Send invitations.”
   

8. Once sent, all pending invitations will appear under the “Invited” tab.
    

That’s it! You’ve now successfully invited multiple users at once. Once they accept the invitation, they’ll appear under the Active users tab.