How to invite users

Manish Shah

Last Update één maand geleden

This article explains how to invite users to evalyou8.


Once you have registered and set up your evalyou8 account, the next step is to invite users to join your organisation's portal. You can invite users through the User Management screen by either:



  • Inviting a single user
  • Bulk uploading multiple users

Invite Users (Single Invitation)


You can invite an individual user to use evalyou8 by following these steps:


  • Go to User Management.
  • Click "Invite User."

A form will appear with the following fields: 


    • First Name (Required)

    • Last Name (Required)
    • Email (Required)
    • Email Notification Language (Required)


Fill out all the fields and click "Invite."


➡️ An invitation email will be sent to the user, asking them to register with your evalyou8 organisation.


Bulk Upload (Multiple Invitations)


You can invite multiple users at once by uploading a CSV file.

CSV File Format:



  • The file should include the following columns in the header row:
    Firstname, Lastname, email
  • Example:


Click "Bulk Upload."
Drag and drop your CSV file onto the upload area or select the file from your
system.
Click "Upload."

➡️ The system will process the file and send invitation emails to all listed users.



Validation:


  • If the upload was successful or if any issues with the contents of the file, a file is created with the results and downloaded to your PC.
  • This file will show the status of the upload and highlight any issues with the data.

✅ Inviting users helps you expand your team's access to evalyou8, improving collaboration and feedback management.

Was this article helpful?

1 out of 1 liked this article

Still need help? Message Us