How to invite a new user?
You can invite new users to join your organization account from the application User registration available under the Administration menu in the sidebar.
The application will present you a series of possibilities to proceed with the user registration
Remember that our ecosystem has two levels of registration (in the same way it happens when the founder first registers and logs-in): first, the user account, then the digital identity.
You will be provided with the following four options:
| Create a new internal user | Registration of a new user account |
|---|---|
| Bulk invite | Allows to register multiple user accounts in one time, manually or with a csv file |
| Register personal information (existing users) | Allows to create the digital identity following the registration of users account |
| Complete registration | Allows to create both the user account and digital identity at the same time |
Continue reading to discover all the four possibilities.
Create a new internal user
Through the first interface, you can register new users in your organization.
You will be required to provide an email address and an username, which will be automatically retrieved from the email, unless you want to change it to something different.
The system also informs you if the email and username have already been used or not.
The user will receive an email notification as an invite to your workspace, with a link where they can create a password for their account. In the meantime, you can continue operating on the user even if he hasn't accepted yet.
You can decide if letting the user manually create it, or if using the option "Register personal information (existing users)" and complete it for them.
In alternative, you can directly use "Complete registration" option.
But feel free to reach the support helpdesk to ask for a resend.
Bulk invite
You need to grant "can_bulk_invite" permission in order to use the Bulk invitation option.
Bulk invite allows you to register multiple users at the same time, by manually providing the email-username combination, or uploading a csv file.
Manual definition
Add as many users and email addresses you need, and hit the Process Bulk invites when you are ready.
Upload through CSV file
You can Download CSV Templateand provide the information through this file.
The system will automatically retrieve them, so that you can check them and if everything is okay you can process the invites.
For now, you can only create new user accounts with this method.
Register personal information (existing users)
The third option allows you to complete the registration of an user by creating their digital identity.
Search for the user in your registry, and complete the guided steps.
Eventually, you can also let the user provide them on their side, and then you can validate them.
Complete registration [suggested]
The last option allows you to directly create the user account and the digital identity in one single step.
