Only an Account Owner and Super Admins have the ability to manage people within the account. If you have a People tab, you have permission to add users.
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.
- Super Admin
- Account Owner
Adding Multiple People:
Account Owners and Super Admins will now have the option to add multiple users to the account via a CSV file. Clicking on the +Add button found next to the account owner section at the top of the page will open a popup window.
This pop up will prompt you to download a model CSV file. After reviewing the sample data and creating your own file, you can now upload your file using the green Upload button.
By default, the “Email users account invitation after import” option is checked. This will prompt Sibme to send an email to the users you uploaded inviting them to log into the platform. If you prefer your users not get an email, be sure to uncheck the box. This will allow you to add users without them receiving an email.
If you uncheck the "Email users account invitation after import" box, users will not be able to log in. These users will appear in the appropriate section on the people tab (corresponding to their user-level) with a red avatar. In order to activate the user, you will need to hover over the red avatar and click the envelope to send the activation link.
At anytime during this process, click Cancel to cancel the upload.