How to Invite User as Organisation Admin

This article will help you to invite User/s as an Organisation Admin.

You can invite a single user by following the first process, "Add Manually" and Import from "CSV (Comma Separated Value)" which is process two for inviting multiple users.  

Process 1

Add Manually: Single User

Step 1:

Log in to the ConnectedLife Org Admin Account.

Step 2:

Admin dashboard will open. Click on the User tab.

Step 3:

Then you need to press on +Invite User. 

Step 4:

Click on Add Manually.

Step 5:

Fill in all the necessary information which are required.

Step 6:

After filling out all the information, select the mode of invitation that suits your preference.

Step 7:

Click on Send Invitation. You can select either SMS/email or both.  

Step 8:

A pop-up will appear after sending an invitation.

Process 2

Import from CSV: Multiple Users.

Step 1:

Log in to the ConnectedLife Org Admin Account.

Step 2:

Admin dashboard will open. Click on the User tab.

Step 3:

Then you need to press on +Invite User.

Step 4:

Click on Import from CSV.

Step 5:

Click on Download CSV Import Template.

Step 6:

Downloading the CSV Import Template. Fill the columns up with the relevant information. Save the sheet with user contact info as a “.CSV” file.

Step 7:

Click ‘Select a CSV file’ and upload the CSV sheet that has been filled in with the information.

Step 8:

Then click on Send Invitation.

Step 9:

A pop-up will appear after sending an invitation.