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(NEW LOOK) Bulk Invite New Users

How to Onboard Users Efficiently by Uploading a Roster

Updated: May 2026

Using the legacy version? Find that guide here.

What is Bulk Invite?

The Bulk Invite feature allows organizations to onboard personnel by uploading a CSV roster. Once uploaded:

  • Each listed user receives a welcome text message automatically (which can be scheduled in advance)

  • The roster can include optional user attributes such as rank, DOD ID and department. The department field automatically assigns users to the matching team in AOK.

    Important: Department/team names must match the spelling in AOK exactly. If the name is spelled differently, AOK will create a new team instead of assigning the user to the existing one.

  • This process helps organizations scale onboarding quickly and consistently.

Before You Upload

Important Notes

  • Save your roster file as a .CSV file before uploading.

  • The Department column represents the user’s assigned team.

  • The first row of the CSV must match the template exactly (column headers), even if optional fields are left blank.

Phone Number Validation

Phone numbers are automatically validated during upload. Invalid or improperly formatted numbers will be flagged and must be corrected before invites are sent.

Announce the Program Internally

Before using Bulk Invite, notify personnel about the upcoming welcome text and the purpose of the program. Users who receive unexpected messages may mark them as spam, which can block future communication.

Prepare Team Leads

Make sure Team Leads are ready to build and manage their teams once invites are sent.

  • Team Leads are automatically assigned based on who creates the team.

  • Team Leads can organize users into teams and subteams after onboarding.

  • You can reassign or add additional Team Leads from the Team Directory by selecting the three dots next to a user’s name.

For larger teams, contact support for assistance.

How to Bulk Invite Users via the Mustr Webpage

Prep Your Roster (.csv)

The first row of the CSV must match the template exactly (column headers), even if you leave some optional fields blank.


Example:

The template for the CSV file format can be downloaded from the website under Bulk Manage Members or from the bottom of this guide.

Log In to Mustr

Visit https://web.app.adytonpbc.com/#/landing and sign into your account.

Click on Teams in the navigation menu on the left. Then People.

Click Invite Member, then via file.

Select Download template. Fill out the spreadsheet using the provided format.

Reminder: Save the completed file as a .CSV.

The Department column corresponds to the user’s assigned team.

Do not modify the column headers.

Once completed, click Select File.

After the file uploads, AOK will display the roster preview.

Go through each column option:

  • Total

  • Create

  • Update

  • Errors

  • Skip

  • Delete

Uncheck any actions you do not want applied, or select Skip All where appropriate.

Important

Under the Delete column, you will be shown all the current org members, click Skip All to prevent accidental user deletions.

Mustr will flag any issues in the roster, including invalid phone numbers.

  • Double-click fields to edit entries directly in the interface.

  • Once all issues are resolved, the status indicators will turn green.

Once finished, click Continue.

Click Send Invite Message Using Mustr to alert users they've been invited.

Select Send Invite Immediately, you'll be prompted with the option to schedule the welcome message to the current or a future date and time.

Scheduling invites can help pre-register members before granting them access.

Click Submit to finalize the upload.

Once confirmed, welcome text messages will be automatically sent to onboard users.

The welcome text message includes:

  • A welcome message informing users they have been invited to the platform

  • A link to download the mobile app (or they can remain as SMS text message users)

Once submitted, you will see the "Bulk member insertion has finished successfully" confirmation message. Here you can also Send Roster Report to send a full list of everyone currently in the org. The file will be sent to the email registered to your account.

Things to Keep in Mind

  • Only Org Leaders and Org Admins can access and use the Bulk Manage tool.

  • Team Leaders can only add or remove users within their assigned teams and cannot perform organization-wide bulk uploads.

  • CSV files must be formatted correctly before upload.

  • Always coordinate internal communications before sending invitations.

DOWNLOAD THE TEMPLATE:

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