Guide
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User & Group Management
Onboard & edit users
Add & invite a user
4min
who can do this anyone with the users (editable) permission o nboard a user with their email address, sending them an invite and assigning them to a group all in one step use this when you've already onboarded the bulk of your employees, and you have a few to add later, such as when welcoming new employees to your organization you want to add a test user without sending an invite if sending an invite, the employee receives a unique private link, which can only be used once after they follow the prompt to create a password, they are registered here is an example of an invite to add and invite a user 1\ go to admin ➤ users and at the top of the page, click add/invite 2\ in the add/invite users window, select single user 3\ enter their email address, and optionally their name and phone number 4\ if you want, tick bring users to app content this also prompts users to download the app 5\ if applicable, tick skip single sign on 6\ click continue 7\ confirm the remaining options and click next assignment select the user's group assignment don't send invites at this time this adds the user without sending an invite 8\ if you're ready to send, click create & send the user immediately appears in the dashboard, and their registration status is marked pending, until they register