*This feature is ONLY for ADMIN
Admin can invite new users and assign roles using their email.
Manual Invitation
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 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.
Bulk Invitation
You can also invite mass numbers of users by uploading CSV file. We offer you CSV template for Download.
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.
Before Uploading CSV files, Please Check A Columns with E-mails[name@Domain.com, org, net, etc.] B Columns with Roles[Viewer, Editor, Admin].
Bulk invitation_the user invitation form 2
9. After checking the user list, click [Invite] button on the right bottom of the form.
Bulk invitation_the user invitation form 3
10. You can see the number of users invited and the number of errors with the description.
11. 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
Invited users will be shown the “pending” status. During this status, the admin is able to do three things from [···] menu.
Invite user
Change user role.
Resend invite.
Remove the invite (making the invite URL invalid).
Resend invitation
Resend invitation
From [Users] screen, click [···].
Click [Resend invitation].
Note: Invitation email is expired in 72 hours. If the invited users fail to register within the time limit, it is necessary to resend invitation.
Edit user information
Update user information
Click a user on the user list to edit user information.
You can edit the profile photo, name, and role.
Click [Save].
Caution: User emails cannot be edited after the users are invited by admin.
Delete user account
Click a user on the user list and click [Delete] to delete the user.
Caution: Deleted users cannot be restored, but can be invited as new users.
0 Comments