This guide explains how to manually invite users to your organization through the Admin Portal, either individually or in bulk. You can invite users immediately for quick deployment or stage them for later, providing flexibility to meet your organization’s needs.
Instructions
Step 1: Log in to the Admin Portal
- Navigate to the Employees tab.
- Click the Invite Employees button located in the upper-right corner.
Step 2: Add a User
Option 1: Add Users Manually
1. Fill in the required fields with the user’s full name and email address.
2. Click the Add User button to proceed.
3. Select a Method: Stage or Invite
- Stage: Add users to the organization without sending an immediate invitation. Users will be staged and can be invited later.
- Invite: Send an immediate invitation to the user to join your organization.
4. Choose the preferred language for the invitation from the dropdown menu.
5. Click the Add button in the lower-right corner.
6. Open the Uniqkey mobile app and keep it open to process the action.
Option 2: Add Employees in Bulk
1. Upload a CSV file containing details of multiple users. The file should include columns for the users' full names and email addresses.
2. Verify that the uploaded user list is correct.
Follow the same steps for inviting users as outlined in the manual process.