Step 1: Navigate to the Members Tab
- Go to the Members Tab.
- Click the '+ Add' button.
Step 2: Choose the Method for Adding Members
- Select between:
- Import from CSV
- Invite via Email
Note:
- For bulk adding, choose Import from CSV.
- For adding a few individuals, choose Invite via Email.
a. If Adding via CSV
-
Download the CSV Template:
- Click the provided link to download the CSV template.
-
Save the Template on Your Device:
- Store the template file on your local device.
-
Fill in the Necessary Details:
- Open the CSV file and enter the required information for each member:
- First Name
- Last Name
- Permission
- Site Name
- Open the CSV file and enter the required information for each member:
Note:
- For information on 'Permission', please refer to https://appellon.zendesk.com/hc/en-us/articles/16312751173145-What-are-Role-types-and-Site-access-eg-Super-Admin-Site-Admin-Leader-Workforce-View-Only
- Ensure that the site names are correctly spelled and use proper letter casing.
4. Save the CSV File:
-
- Once all the necessary details are filled in, save the CSV file.
b. If Adding via email
-
Fill in the Necessary Details:
-
- First Name
- Last Name
- Platform Access (Permission)
- Site Access (Site Name)
-
- Click ‘Add’
Step 3: Upload the CSV File
- Return to the platform.
- Upload the saved CSV file.
Step 4: Error Notifications
- Our system will notify you of any errors in the contact details.
- Double-check and correct any issues if needed.
Step 5: Final Check
- Once done, navigate back to the Members Page.
- Verify the newly added members.
You have now successfully added new members to the platform!
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