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

 Self - Register via Desktop Login Page

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

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 License and Organization of the New User.

Admin Authorization:

> 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 License User they will have from the drop-down menu.
Assign which Organization 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

Manually Invite Users via Admin

Only available with Admin User

  • Once logged in as the Admin User select the User Management button.

  • Select the Invite User option in the top right corner, as shown below:

  • This opens up the Invite User box.

  • Select the Organization you wish to use, this will be your default Parent Organization if you have not added the Multi-Organization Feature.

  • Fill in the required fields and press send.

  • The role defines which License 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 Organization 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:

Settings options

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 License 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 > Organizational 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.

 Bulk Upload

  1. To do a bulk upload of new users, go to User Management.

2. Click on the BULK UPLOAD button.

3. Follow step 1-3:

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