- 02 Mar 2024
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How to Invite User as Organisation Admin
- Updated on 02 Mar 2024
- 1 Minute to read
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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
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.