Have a change in staff? Getting users into August can be done by your System Administrator either individually or in bulk!
Inviting a new user individually
Navigate to the "Users" page, on the left hand menu.
Select "Invite User" button, on the left hand side of the page.
A modal will appear requesting the following information: email address, first name, last name, user role, and credentials.
Optional: You can choose to restrict this user to a specific subset of students within your school/district. When the role has been selected, uncheck the "This role applies for every section and student" box, then you can specify who they can see data and log encounters.
When all information is entered, select "Invite" and the invitation to join August will be sent to the email address provided.
Inviting new users in bulk
Before you begin, prepare your CSV file with the people you want to invite.
Prepare Your CSV File
Create a spreadsheet (for example in Excel or Google Sheets) and save or export it as a CSV file. Your file must include a header row and at least one user row.
Required columns
Column | Required | Accepted header names |
Yes | Email, E-mail, email | |
First name | Yes | First name, FirstName, first_name, first-name |
Last name | Yes | Last name, LastName, last_name, last-name |
Example CSV
Email,First name,Last name
[email protected],Alex,Rivera
[email protected],Jordan,Lee
[email protected],Sam,Patel
File tips
Use comma-, semicolon-, or tab-separated values. CSV (.csv) is the expected format.
Every data row must include Email, First name, and Last name.
Each email address must be unique in the file.
Email addresses must be valid (for example [email protected]).
Empty rows are ignored, but row numbers in error messages match your spreadsheet.
Extra columns are ignored as long as the three required columns are present.
Navigate to the "Users" page, on the left hand menu.
Select "Invite users via import file." A modal titled "Invite users via import file" will open with an upload area.
Upload or drag your CSV into the upload area and wait for the file to validate. If the file is valid, you'll see a success message such as "3 users ready to invite." If something is wrong with the file, you'll see an error listing the problem (for example a missing column, invalid email, or duplicate address).
After a successful upload, use the previous/next controls to move through each person. For each user, configure:
Roles — At least one role is required for every user.
Scopes — For scoped roles, choose Global access or limit access to specific sections or students, as applicable.
NPI — Leave blank, or enter a National Provider Identifier that is exactly 10 digits.
Your settings for each person are saved as you move between users, so you can configure the full list before sending invites.
When everyone is configured, select "Invite [x] users." Each invited user will receive an invitation email. After they accept, they will appear in the Users list with the roles and access you assigned.
Frequently Asked Questions
Can I invite just one user with a file?
Yes. A CSV with a header row and a single user row works. For one person you may prefer the Invite user button instead.
Do all users in the file get the same roles?
No. Roles, scopes, credentials, and NPI are configured per person as you navigate through the imported list.
What happens after someone is invited?
They receive an invitation email. Once they accept, their account is active and appears in the Users list with the access you configured.
Can I remove a file and start over?
Yes. Use the remove control on the uploaded file to clear the import and upload a new CSV.
Is this the same as the single Invite user flow?
Invites use the same underlying invite process. The import option simply lets you load many people from a file and configure them before sending the batch.
Questions or Concerns?
Please do not hesitate to reach out to the August Schools Support Team at via live chat with the "Help" icon or via email at [email protected].