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Admin can invite new users and assign roles using their email.
Invite new user
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Manual Invitation
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Invite user
Click
the [Management] button on the sidebar.Click [Users] tab.
Click
the [+] button on the top-right of the screen to invite a new user. And user invitation form will pop-up.Input the user email and assign a select the user role.
Click [Invite] to send an invitation.
Note: Once a new user is invited, an invitation email is immediately sent to the user. You can check the verification status from the management panel.
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Bulk Invitation
You can also invite mass numbers of users by uploading CSV file. We offer you CSV template for Download.
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Bulk invitation_the user invitation form 1
Click the [Management] button on the sidebar.
Click [Users] tab.
Click the [+] button on the top-right of the screen. The user invitation form will pop-up.
Click the [CSV] button at the top right of the form to download the template.
Fill out manually or synchronize attributes of E-mail and Users in your enterprise.
After working on the list, export to CSV.
Click the [Upload] Button at the top-right of the form.
Select the CSV file to upload.
| Note |
|---|
Before Uploading CSV files, Please Check A Columns with E-mails[name@Domain.com, org, net, etc.] B Columns with Roles[Viewer, Editor, Admin]. |
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Bulk invitation_the user invitation form 2
9. After checking the user list, click [Invite] button on the right bottom of the form.
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Bulk invitation_the user invitation form 3
9. You can see the number of users invited and the number of errors with the description.
10. Click the [close button] on the top right of the form to see the user list.
Note: If you invite the existing user with a different role, you will be notified. You can edit the role or email in the form.
Manage “Pending” status users
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