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 can add multiple users to the account via a CSV file. Click the "Add Multiple People" button on your home page and then follow the instructions on the first page. Once you upload your file you will be taken to a page to correct any invalid entries and confirm that everything is correct
Click next and check or uncheck the "Email users account invitation after import" option.
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.