Step-by-step guide
Check prerequisites
Plan: Plus or Max
Role: Administrator
Availability: Centralized user management with at least two companies
Note: You only see users from companies where you have admin rights.
Invite individual users
Open Settings → User management within Centralized user management.
Click Create. Candis opens a side drawer.
Enter: First name, Last name, Email address, Language, Profile picture.
Select one or more companies to invite the user to.
Choose the roles (e.g., Approver, Requester).
Click Send invitation.
Note: The selected role combination applies to all chosen companies.
Tip: Set different roles per company later: Switch company → Edit user.
Import multiple users
Open Settings → User management within Centralized user management.
Click Import. Candis starts a 3-step dialog.
Step 1 – Select companies
Choose one, several, or all companies.
Step 2 – Upload file
Option A: Download the template, fill it out, and upload it.
Option B: Users already exist in one company? Export the user list of that company and upload it via Centralized user management.
Required file fields: First name, Last name, Email address, Roles (identical for all selected companies).
Language: On import, Candis does not set a language per user; it inherits the company language of the selected companies.
Step 3 – Preview
Candis checks completeness, flags duplicates (same email), and validates role combinations.
Confirm the import.
Tip: Set different roles per organization after the import: Open company → Edit user.
Note: You can change the language per company for individual users after the import.
After the invitation — status “Pending”
Candis sends an email invitation.
Until confirmed, the user has Status = Pending.
You can resend or revoke the invitation.
Filter the user list by Status = Pending to find open invitations.
Important
The Credit Card Manager role is not supported in Centralized user management. Assign it per user and per company.
Create credit cards per user and per company, not centrally.
Candis ignores the Primary Administrator role during import. If a user is already a Primary Administrator in another company, the import does not transfer this role to additional companies.
Examples
Onboarding across locations: Use the template import to invite 20 new colleagues to three companies at once.
Reuse existing data: Export the user list from Company A and import it centrally for Companies B and C.