Step 1: Click Organization in the left-hand menu.
Step 2: Click on the People tab at the top of the screen.
Step 3: Click the green + NEW PERSON button.
Step 4: Type in their name and any additional information you wish to save in their profile, including a photo if you would like to upload one. Make sure you enter a valid email address so that the user will receive an invitation to join (more on that later!) and any future system notifications.
Step 5: Add Group, Reports To, and Organization information as required. If you are using Org. Structure to manage your users and would like this user to be 'org-limited', turn the Enforce Organization toggle on.
Step 6: Review the information and click SEND INVITATION to invite the user to log into their account.
You'll be asked to confirm that you want to send this invitation. Click Yes.
The next screen will confirm that the invitation has been sent.
These invitation tiles will update to show when a user has successfully logged in (see below).
Review which users have received an invtation and which ones have logged in by returning to the Invite tab at any time via Organization > Invite.
You can also re-send invitations from here by clicking RE-SEND.
- Re-send an invitation to a user
- What are groups?
- What are 'roles'?
- How does Org. Structure app work?
- What does 'Reports to' mean?
Article ID: xapimedA_20200330_12