A guide on how to invite new users to your GetHomeSafe organisation.
Admins can invite new users to the organisation from the ‘Users’ page. When individually inviting a user, admins can provide additional information. If this is not done during the invitation process, the user will be required to enter this information themselves.
You'll find a short video below covering the basics as well as more detailed information on how to invite Users individually, and in bulk.
Inviting Users Individually
- Log into the web portal and select "Users" from the left hand side menu.
- Select ‘Invite’ in the top-right corner.
- Select 'Invite users individually'.
- Add an email address - this is mandatory as Users will sign in using their email address.
- Choose the invitation method, email or SMS (a phone number is required in order to send the invite by SMS).
- Choose what team(s) the user will be added to and enable the ‘Administrator’ switch if the User requires admin rights (optional).
- Add additional information (optional - though please note that the User will be required to add the information themself during registration if it is not added now).
- Send the invite by clicking 'Invite'!
Bulk Upload
- Log into the web portal and select "Users" from the left hand side menu.
- Select ‘Invite’ in the top-right corner.
- Choose 'Bulk Upload.'
- Download the file template (the template is also attached to this article).
- Populate the template according to upload instructions (please note that your Team IDs can be found in the "Teams" menu, or by downloading the export of your configured teams from the bulk upload screen:
| mobile | first_name | last_name | cc_email | country | invitation_method | teams | |
|---|---|---|---|---|---|---|---|
| user1@example.com | 64225189900 | User 1 | Example 1 | user1cc@example.com | NZ | sms | 1 |
| user2@example.com | 61225471156 | User 2 | Example 2 | user2cc@example.com | AU | 1 |
- Save the file to your PC when you have added the information for each User.
- Select ‘Browse' and Upload the template file you saved. Then press 'continue'
- Assign teams manually (if you did not enter team IDs in the template).
- Send the invites by clicking 'Invite'!
