Invite or Add new users

Invite and Manage Users

Thais

Last Update setahun yang lalu

Admin profile is able to invite new users individually, or import a list of new users.


Backoffice > Users > + Add User

  • Add email
  • Set user role o perfil 

     Admin - Host - Participant


Select:

  • Automatically create account

      Create a custom message in Notifications, and then add new            users with the Automatically create account function.


  • Require self-registration

      New users will receive a standard email invitationto complete            their account registration on the platform, simply by entering            their First Name, Last Name and creating a password.

Backoffice > Users > Import Users


According to the file template:


  • add the csv file.
  • select the user role:
     Admin - Host - Participant


Select:

  • Automatically create account

Create a custom message in Notifications, and then add new users with the Automatically create account function.

  • Require self-registration

New users will receive a standard email invitationto complete their account registration on the platform, simply by entering their First Name, Last Name and creating a password.

Click  Next to finish up import user function.

Manage Users


Manage users by profile or role listing.


Pending Invitate:When inviting users with the Require self-registration option, you can check whether the user has accessed the invitation email and completed the registration on that listing.Option to resend or remove invitation

The 3 dots menu:


Groups  - Promote usuário - Block - Remove

Click on the checkbox to select users:
Block - Unblock - Remove - Groups 

To manage Groups:


Click on the checkbox of user

Groups > select Groups > Confirm

Tip:
Create Groups before adding or inviting new users.

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