If you are an Account Owner or Super Admin you have permission to add, invite, and remove people from the Account. Admins can be given privilege to add, invite, and remove Users from the Account. While the Account Owner and Super Admins can add and remove Super Admins, Admins, Users, and Viewers, Admins can only add and remove Users and Viewers from the account.
Depending on the account’s User subscription allotment, you are limited to the number of people you can add to your Account. However, you can add as many Viewers as you want to your account, since this is a free tier.
Who is this article for?
Based on the default User settings in the Sibme platform, you should have permission to complete this task if you are one of the User levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
Account Owner
Super Admin
Admin: With additional privileges.
Inviting People to Your Account
The quickest way to add other people into your account is from the People tab. Account Owners and Super Admin have the ability by default to manage people within the account. Therefore, they are the only roles with a People tab by default. Admins can be given the privilege to add Users and Viewers to the Account from the Account Settings > General Settings page.
When you invite a User to Sibme, you can make them a Super Admin, Admin, User, or Viewer depending on what permissions and privileges you want them to have within the Account. More information on User Roles in Sibme can be found in the "User Roles | Sibme Help Center" help article. Click the green "+ Add Single Person" at the top right of the screen to begin the process.
The "New User" popup will allow up to 3 Users to be added at a time. The fields available will be:
First Name: The new User's first name.
Last Name: The new User's last name.
Email: The new User's email address.
Send Message to Users: A field that will allow for a message to be sent in the welcome email.
Options will be:
Done: Will add the Users and send them the invitation email.
Add More: Will allow more than 3 Users to added.
Cancel: Will cancel adding Users and will close the popup.
After you have invited a User into your Account this way, their Avatar and name will appear in the list of Users on the People page. If you made a mistake, you can easily change their Role by clicking the box next to their name and using the Change Role dropdown top right.
If you need to change Permissions and Privileges of a User, then click on the . . . more menu on the far right of the User and then choose Privileges. You may also deactivate or delete a User by clicking on the "Deactivate" or "Delete" options.
Bulk Adding Large Groups of Users
An Account Owner or Super Admin will also have the option to add multiple Users to the Account by importing a CSV file of User data. Clicking on the green "+ Add People" button in the "Add/Update Multiple People" section at the top right will begin the process.
The first step is to download and fill out the CSV file from the "Add Multiple People" page.
Once the sample CSV file has been downloaded, the following columns will need to be filled in before uploading:
Account ID: If you are in the Parent of a Parent/Child Account, you can choose which Accounts you wish to upload users to.
This will be shown only to Account Owners and Super Admins in a Parent/Child Account situation.
First Name
Last Name
Email
Role: Type in the appropriate role for the user (Super Admin, Admin, User, Viewer).
More information on User Roles in Sibme can be found in the "User Roles | Sibme Help Center" help article.
Custom Fields: You can upload Custom Field data for all users in your bulk upload. For more information on custom fields, click here.
NOTE: Do not change the headings in the CSV file to match your Account Custom Fields. You will match the data to the appropriate Custom Fields in the second step.
Once you have uploaded the file, you will be given the opportunity to correct any incorrect information found in your CSV upload. If there are any errors they will be listed in red and they will have to be corrected before the process can continue. If a User needs to be removed from the import process, click the 'X' on the far right of their row. Once everything is correct and ready to be imported then click the "Next" button.
After clicking next, the Account Owner/Super Admin will be able to choose if Users should receive the welcome email after they have been added to the Account. The welcome email will step the User through creating a password and logging into Sibme. The checkbox will be unchecked by default and will say, "Send new users an invitation email after importing them."
The Account Owner/Super Admin is now ready to either click "Previous" to go back in the process or "Import" to import the Users.
When a User is added to Sibme, either directly or using the Bulk Upload method, the Users will show up in the People tab with a red icon until they log in. Once they log in their icon will change to their customized Avatar, if they added one, or their initials Avatar.
Roll over one of these user’s red icons and the icon will change from a person to an envelope:
Click on the envelope icon to resend the invitation to that User.
What’s Next?
If you’d like more information about people management, check out the following articles and videos.