Invite new users

Follow these steps to invite new users, either individually or in small groups.
  1. Go to
    Profile
    Settings
    Organization
    Users
    .
  2. Select
    Invite users
    .
    note
    Only administrators can invite new users.
  3. Enter the new user’s email address. The email domain should match your company’s domain. If it doesn't, invite the user directly.
  4. Select the following for the user:
    • Role
    • Member
      or
      Admin
    • Group
      (optional)
      note
      If no group is selected, the user will be in the default group.
    • Select
      + Add another
      to invite multiple users at once.
    • To send the invitations, select
      Invite
      .

Invite users in bulk

  1. Select
    Bulk User Invitation
    , then
    Download Template
    .
  2. Enter the user information into the template, and save it to your computer.
  3. Upload the saved template.

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