Table of Contents
After the domain creation, Admin can allow the users with this feature.
Invite Users #
- In the User Management tab, there is an Invite Users option available.
- To invite users, enter the Login Email, First Name, Last Name, Contact Mobile Number and click the Invite User button.
To import users in bulk for invitations:
- Click the “Import” button located in the top-right corner of the User Management page.
- Select “Download User Template.”
- From the pop-up, choose the required License and License Roles from the drop-down menus.
- Click “Download” to get the template file.
- Open the downloaded template file and provide the necessary user details, such as: First Name, Last Name, Login Mail, License, Teams, and Roles.
- Save the updated file after entering all the details.
- Go back to the User Management page and click “Import User.”
- Select the updated template file and click “Open.”
- If the data is entered correctly, a pop-up will confirm that users were “Imported and Invited Successfully.”
- In case of any issues, the system will display an error message specifying the problem. Common errors include:
- Duplicate entries in the import file.
- Repeated contacts within the sheet.
- Invalid email IDs.
- Missing mandatory fields like First Name, Last Name, Login Email, License, or Roles.
