Inviting a single user
1. From My Devices screen, go to lower left and click on Users.

2. Click on +Invite New User in the upper right corner of the screen.
 

3. Enter new user info and click Invite. Note that if the user wishes to receive text notifications, the phone number field will need to be completed, otherwise, it can be left blank. The new user will receive an email and will need to create a password to join. Once done, they will have access to the system.

Inviting multiple users

1. Hover over the Upload CSV button to download a CSV template that provides the format and information necessary to add multiple users.

If Download Template CSV is selected then a file name users_bulk_invite_example.csv will download to the computer. The template example needs to be populated and saved for upload.

Email is required but name, phone number, and role are optional.

NOTE: A cellular phone number must be included if users will receive messages via text. User can be assigned different roles with different privileges. Users have the fewest privileges while admins have the most.

Click on Upload CSV to find the template file you created and press Open.



The invite screen will update with the users you added in the template then press on Invite to invite the newly added members.

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