Manager User: Inviting Users

Now you have some Sales News to welcome and empower your team the next step is to Invite them to join your community.

There are various ways you can invite Users which we we look at below:

Self - Register via Desktop Login Page

Self - Register via Desktop Login Page. - Requires Admin authorisation.

Select the green Register link under the login button

Fill in New User details and hit the register button.

NOTE:
This will need to be verified by your Admin User who sets the Licence and Organization of the New User.

Admin Authorisation:

	> Login as an Admin User > Select Admin Feature > Select User Management > Select Pending Requests Invite and Manage all your Users on this page.
Pending Requests opens up your News User list awaiting confirmation. Assign Role - select what Licence User they will have from the drop down menu. Assign which Organisation they belong to and which department they work in. Press Green Arrow. New Users use their email for Login and receive Password Reset email link.

Manually Invite Users via Admin

Only available with Admin User

This opens up the Invite User box.
Select the Organisation you wish to use, this will be your default Parent Organisation if you have not added the Multi-Organisation Feature.
Fill in the required fields and press send.
Role defines which Licence they will use
All the invited Users will receive an email login and password creation.
You can invite up to 10 Users at a time.

Self-Registration Links

Only available with Admin User

Once logged in as the Admin User select the Organisation Profile button.
To update and configure Self-Registration select the ‘Cog Wheel’ underneath the Update button.
Now you can configure your User Self Registration settings:

TITLE	Description
User Self Registration	Make sure the toggle is green (on) so that this feature is enabled.
Enable Registration Approval	Turn on registration approval if you want to approve each User before they are confirmed. If you are inviting 10+ Users at one time we suggest you leave this turned off so they can be automatically approved and save you time.
Select Organization in User Registration Dropdown	Select Organization only applies if you have Multi-Organization Feature in your community. Select this to give your Users the ability to choose which Organization they are joining
Email Id	Email Id displays the Admin email the User Invites will be sent from.
Default Role to be assigned	This determines the Licence the User is going to have. NOTE: Everyone who receives this link will have the same Licence selected here. e.g if set to Basic everyone will be invited as Basic Users until this is updated.
Default Department to be assigned	This determines the department they represent.
Default Title to be assigned	This will normally be the same as their Default Role unless you have different Titles you wish to use in your company.

Once you have configured your Self-Registration settings hit save at the bottom of the page and return to the previous screen > Organisational Profile.
Hit the Generate New URL button to update your settings
Hit the copy button next to the Registered URL button directly above
You now have copied your Unique URL settings which you can use to invite new Users.
Upon receiving this link Users can self-register immediately.

(Video)

0 Comments