Manually adding many users can be a tedious task. Especially when you lack users' information. With our invite link, we spare you the hassle. Let's learn how to utilize it!
Using the invite link enables you to let your employees or any future users input their own personal information before joining the app. All this is done through a simple URL link that could be sent via text message or email, be placed on your website/landing page, Facebook or LinkedIn, etc.
In this article we will cover:
How to use the invite link from the Dashboard
Let's break it down into a few simple steps:
Step 1: Decide what information you want to gather from your users.
The information fields will be based on the custom fields on the user page.
Go to the Users tab.
Click the “Get invite link” icon located in the top right corner of the screen.
Choose which information you want to receive from the future user:
Please note that first name, last name and phone number, are always required fields. By clicking the left boxes, you can choose which information fields your user will be asked to fill. Marking a field as required will prevent the user from sending in the application without filling in the relevant information.
Step 2: Preview, copy and send/paste anywhere for your users
See exactly how your submission form will look like for your users by clicking on the "Preview" button.
Choose “Copy” to copy the URL address for the link.
Paste and send it to your relevant users or paste it on your website for applicants to click and apply.
Step 3: Accepting and rejecting applications
Once your users start sending in their requests to join your app, you and your admins will be notified and will be able to view, edit, accept, or reject all applications.
Send your new users an invitation to join your app by checking the “Send an invite” button in the bottom right corner of the screen.
💡 Tip: For admins to be able to view, accept, or reject requests, they need to have permission to 'Add & Edit' in the Users tab. Learn more about admin permissions in the Users tab in this article.
How to use the invite link from the Mobile App
Let’s break it down into a few simple steps:
Go to the Admin Tab.
Choose Users and Admins in the top right corner.
Choose the add users icon located in the bottom right.
“Send Users an Invite link”.
Choose preview or copy to share with your future users.
Now that you’ve gathered all relevant information about your users, your database is complete. You are now ready to launch your app and start engaging with your users.
💡 Tip: Unable to reach one of the users via text message invitation? You can add their details and use the "Get Invite Link" to add them to your company.
Want to learn more? Check out the following articles, where you can learn more about adding users to your platform!
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.